InheritanceFixedAnnuityTransfer$500,000+RetirementVariableAnnuityDivorceWealthTransfer/DeathClaimMaturingCD$250,000+New Jobor CareerManaged/AdvisoryAccountExistingClient withNewMoneyMarriageRothIRA529Plan$100,000+$50,000+MutualFunds$1,000,000StocksRolloverLifeInsuranceover$100kIndexedAnnuityInheritanceFixedAnnuityTransfer$500,000+RetirementVariableAnnuityDivorceWealthTransfer/DeathClaimMaturingCD$250,000+New Jobor CareerManaged/AdvisoryAccountExistingClient withNewMoneyMarriageRothIRA529Plan$100,000+$50,000+MutualFunds$1,000,000StocksRolloverLifeInsuranceover$100kIndexedAnnuity

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