MutualFundsRothIRAStocksLifeInsuranceover$100kWealthTransfer/DeathClaimFixedAnnuityMarriage$100,000+Rollover$50,000+DivorceVariableAnnuity529Plan$250,000+IndexedAnnuity$500,000+TransferRetirement$1,000,000ExistingClient withNewMoneyMaturingCDManaged/AdvisoryAccountInheritanceNew Jobor CareerMutualFundsRothIRAStocksLifeInsuranceover$100kWealthTransfer/DeathClaimFixedAnnuityMarriage$100,000+Rollover$50,000+DivorceVariableAnnuity529Plan$250,000+IndexedAnnuity$500,000+TransferRetirement$1,000,000ExistingClient withNewMoneyMaturingCDManaged/AdvisoryAccountInheritanceNew Jobor Career

Wealth Management Advisor Challenge - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Mutual Funds
  2. Roth IRA
  3. Stocks
  4. Life Insurance over $100k
  5. Wealth Transfer/ Death Claim
  6. Fixed Annuity
  7. Marriage
  8. $100,000+
  9. Rollover
  10. $50,000+
  11. Divorce
  12. Variable Annuity
  13. 529 Plan
  14. $250,000+
  15. Indexed Annuity
  16. $500,000+
  17. Transfer
  18. Retirement
  19. $1,000,000
  20. Existing Client with New Money
  21. Maturing CD
  22. Managed/ Advisory Account
  23. Inheritance
  24. New Job or Career