$250,000+$1,000,000Managed/AdvisoryAccountIndexedAnnuityNew Jobor Career$500,000+DivorceFixedAnnuityRolloverLifeInsuranceover$100kMaturingCDMarriageVariableAnnuityWealthTransfer/DeathClaimRetirementTransfer$100,000+529PlanRothIRA$50,000+StocksExistingClient withNewMoneyMutualFundsInheritance$250,000+$1,000,000Managed/AdvisoryAccountIndexedAnnuityNew Jobor Career$500,000+DivorceFixedAnnuityRolloverLifeInsuranceover$100kMaturingCDMarriageVariableAnnuityWealthTransfer/DeathClaimRetirementTransfer$100,000+529PlanRothIRA$50,000+StocksExistingClient withNewMoneyMutualFundsInheritance

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