DivorceRetirement$250,000+MaturingCD$1,000,000IndexedAnnuityTransferInheritanceWealthTransfer/DeathClaimVariableAnnuity$500,000+Managed/AdvisoryAccountFixedAnnuity529PlanRolloverRothIRANew Jobor CareerStocksMarriageExistingClient withNewMoney$50,000+LifeInsuranceover$100kMutualFunds$100,000+DivorceRetirement$250,000+MaturingCD$1,000,000IndexedAnnuityTransferInheritanceWealthTransfer/DeathClaimVariableAnnuity$500,000+Managed/AdvisoryAccountFixedAnnuity529PlanRolloverRothIRANew Jobor CareerStocksMarriageExistingClient withNewMoney$50,000+LifeInsuranceover$100kMutualFunds$100,000+

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