New Jobor CareerStocksWealthTransfer/DeathClaimRetirementRothIRAExistingClient withNewMoney$250,000+FixedAnnuityMarriage$500,000+Managed/AdvisoryAccountDivorce529Plan$100,000+IndexedAnnuity$50,000+InheritanceRolloverTransferVariableAnnuity$1,000,000LifeInsuranceover$100kMutualFundsMaturingCDNew Jobor CareerStocksWealthTransfer/DeathClaimRetirementRothIRAExistingClient withNewMoney$250,000+FixedAnnuityMarriage$500,000+Managed/AdvisoryAccountDivorce529Plan$100,000+IndexedAnnuity$50,000+InheritanceRolloverTransferVariableAnnuity$1,000,000LifeInsuranceover$100kMutualFundsMaturingCD

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