MarriageManaged/AdvisoryAccountLifeInsuranceover$100kIndexedAnnuityVariableAnnuityWealthTransfer/DeathClaim529PlanRothIRAInheritance$250,000+Rollover$500,000+ExistingClient withNewMoney$50,000+MaturingCDMutualFundsTransferNew Jobor Career$100,000+DivorceFixedAnnuityStocks$1,000,000RetirementMarriageManaged/AdvisoryAccountLifeInsuranceover$100kIndexedAnnuityVariableAnnuityWealthTransfer/DeathClaim529PlanRothIRAInheritance$250,000+Rollover$500,000+ExistingClient withNewMoney$50,000+MaturingCDMutualFundsTransferNew Jobor Career$100,000+DivorceFixedAnnuityStocks$1,000,000Retirement

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