529Plan$1,000,000StocksRetirementMarriageFixedAnnuity$250,000+ExistingClient withNewMoney$100,000+WealthTransfer/DeathClaimDivorceLifeInsuranceover$100kMaturingCDMutualFunds$500,000+TransferVariableAnnuity$50,000+RothIRAInheritanceNew Jobor CareerRolloverIndexedAnnuityManaged/AdvisoryAccount529Plan$1,000,000StocksRetirementMarriageFixedAnnuity$250,000+ExistingClient withNewMoney$100,000+WealthTransfer/DeathClaimDivorceLifeInsuranceover$100kMaturingCDMutualFunds$500,000+TransferVariableAnnuity$50,000+RothIRAInheritanceNew Jobor CareerRolloverIndexedAnnuityManaged/AdvisoryAccount

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.


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