This bingo card has a free space and 24 words: Inheritance, $500,000+, Indexed Annuity, Mutual Funds, Existing Client with New Money, Maturing CD, Fixed Annuity, Rollover, Roth IRA, Divorce, Marriage, Variable Annuity, $100,000+, $50,000+, Wealth Transfer/ Death Claim, Managed/ Advisory Account, 529, Life Insurance over $100K, Transfer In, $1,000,000+, Retirement, New Job/ Career, $250,000+ and Stocks.
Wealth Management Advisor Challenge | Chapter 5 Vocab Review | Banking | Industry Bingo | Referral
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With players vying for a you'll have to call about __ items before someone wins. There's a __% chance that a lucky player would win after calling __ items.
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