WealthTransfer/DeathClaim529PlanRothIRAMarriageTransferInheritanceExistingClient withNewMoney$250,000+MutualFunds$500,000+FixedAnnuityNew Jobor Career$50,000+VariableAnnuityRolloverManaged/AdvisoryAccountStocksIndexedAnnuity$1,000,000RetirementLifeInsuranceover$100kDivorce$100,000+MaturingCDWealthTransfer/DeathClaim529PlanRothIRAMarriageTransferInheritanceExistingClient withNewMoney$250,000+MutualFunds$500,000+FixedAnnuityNew Jobor Career$50,000+VariableAnnuityRolloverManaged/AdvisoryAccountStocksIndexedAnnuity$1,000,000RetirementLifeInsuranceover$100kDivorce$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. Wealth Transfer/ Death Claim
  2. 529 Plan
  3. Roth IRA
  4. Marriage
  5. Transfer
  6. Inheritance
  7. Existing Client with New Money
  8. $250,000+
  9. Mutual Funds
  10. $500,000+
  11. Fixed Annuity
  12. New Job or Career
  13. $50,000+
  14. Variable Annuity
  15. Rollover
  16. Managed/ Advisory Account
  17. Stocks
  18. Indexed Annuity
  19. $1,000,000
  20. Retirement
  21. Life Insurance over $100k
  22. Divorce
  23. $100,000+
  24. Maturing CD