MarriageRolloverExistingClient withNewMoney$500,000+Managed/AdvisoryAccountDivorceWealthTransfer/DeathClaimVariableAnnuity$100,000+Stocks529PlanMutualFundsLifeInsuranceover$100kRothIRA$50,000+$1,000,000FixedAnnuityMaturingCDInheritance$250,000+TransferIndexedAnnuityRetirementNew Jobor CareerMarriageRolloverExistingClient withNewMoney$500,000+Managed/AdvisoryAccountDivorceWealthTransfer/DeathClaimVariableAnnuity$100,000+Stocks529PlanMutualFundsLifeInsuranceover$100kRothIRA$50,000+$1,000,000FixedAnnuityMaturingCDInheritance$250,000+TransferIndexedAnnuityRetirementNew Jobor Career

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