RolloverInheritanceManaged/AdvisoryAccount$50,000+TransferVariableAnnuityFixedAnnuityMutualFundsWealthTransfer/DeathClaimStocks529Plan$250,000+Retirement$500,000+LifeInsuranceover$100kDivorce$1,000,000New Jobor CareerMarriageRothIRAIndexedAnnuityExistingClient withNewMoney$100,000+MaturingCDRolloverInheritanceManaged/AdvisoryAccount$50,000+TransferVariableAnnuityFixedAnnuityMutualFundsWealthTransfer/DeathClaimStocks529Plan$250,000+Retirement$500,000+LifeInsuranceover$100kDivorce$1,000,000New Jobor CareerMarriageRothIRAIndexedAnnuityExistingClient withNewMoney$100,000+MaturingCD

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