$100,000+$250,000+MaturingCDMutualFundsIndexedAnnuityInheritanceVariableAnnuityRetirementStocksRollover$1,000,000RothIRA529Plan$50,000+TransferLifeInsuranceover$100kExistingClient withNewMoneyWealthTransfer/DeathClaimDivorceMarriageFixedAnnuityManaged/AdvisoryAccount$500,000+New Jobor Career$100,000+$250,000+MaturingCDMutualFundsIndexedAnnuityInheritanceVariableAnnuityRetirementStocksRollover$1,000,000RothIRA529Plan$50,000+TransferLifeInsuranceover$100kExistingClient withNewMoneyWealthTransfer/DeathClaimDivorceMarriageFixedAnnuityManaged/AdvisoryAccount$500,000+New 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. $100,000+
  2. $250,000+
  3. Maturing CD
  4. Mutual Funds
  5. Indexed Annuity
  6. Inheritance
  7. Variable Annuity
  8. Retirement
  9. Stocks
  10. Rollover
  11. $1,000,000
  12. Roth IRA
  13. 529 Plan
  14. $50,000+
  15. Transfer
  16. Life Insurance over $100k
  17. Existing Client with New Money
  18. Wealth Transfer/ Death Claim
  19. Divorce
  20. Marriage
  21. Fixed Annuity
  22. Managed/ Advisory Account
  23. $500,000+
  24. New Job or Career