401K BINGO!

401K BINGO! Bingo Card
Preview

This bingo card has 20 words: CD Maturity Appt, Annuity Maturity Call, Life Insurance Review, IRA Amount at another Firm, Set A phone appoint for FA, Beneficiary Review Interest, Ask about 401k @previous employer, Second Opinion on current portfolio, Free!, nearing retirement consult, investment client review, financial planning consult, high balance appt, Inheritance Deposits, Income Protection Review, Legacy Review, Mortgage referrals, Business clients with Life insurance, Consolidating investment accounts and Self managed account.

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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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