MutualFundsRollover$50,000+Divorce$500,000+ExistingClient withNewMoney529PlanStocksRetirementLifeInsuranceover$100k$1,000,000RothIRAInheritanceIndexedAnnuity$100,000+$250,000+MaturingCDMarriageVariableAnnuityTransferFixedAnnuityWealthTransfer/DeathClaimManaged/AdvisoryAccountNew Jobor CareerMutualFundsRollover$50,000+Divorce$500,000+ExistingClient withNewMoney529PlanStocksRetirementLifeInsuranceover$100k$1,000,000RothIRAInheritanceIndexedAnnuity$100,000+$250,000+MaturingCDMarriageVariableAnnuityTransferFixedAnnuityWealthTransfer/DeathClaimManaged/AdvisoryAccountNew 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. Mutual Funds
  2. Rollover
  3. $50,000+
  4. Divorce
  5. $500,000+
  6. Existing Client with New Money
  7. 529 Plan
  8. Stocks
  9. Retirement
  10. Life Insurance over $100k
  11. $1,000,000
  12. Roth IRA
  13. Inheritance
  14. Indexed Annuity
  15. $100,000+
  16. $250,000+
  17. Maturing CD
  18. Marriage
  19. Variable Annuity
  20. Transfer
  21. Fixed Annuity
  22. Wealth Transfer/ Death Claim
  23. Managed/ Advisory Account
  24. New Job or Career