RolloverFixedAnnuity$50,000+MaturingCD$500,000+Inheritance$100,000+IndexedAnnuity529PlanTransferVariableAnnuityRetirementDivorceManaged/AdvisoryAccountMutualFundsMarriageRothIRA$1,000,000StocksExistingClient withNewMoney$250,000+LifeInsuranceover$100kNew Jobor CareerWealthTransfer/DeathClaimRolloverFixedAnnuity$50,000+MaturingCD$500,000+Inheritance$100,000+IndexedAnnuity529PlanTransferVariableAnnuityRetirementDivorceManaged/AdvisoryAccountMutualFundsMarriageRothIRA$1,000,000StocksExistingClient withNewMoney$250,000+LifeInsuranceover$100kNew Jobor CareerWealthTransfer/DeathClaim

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