MutualFunds$50,000+StocksManaged/AdvisoryAccountWealthTransfer/DeathClaimIndexedAnnuity$250,000+529PlanRolloverNew Jobor CareerInheritanceLifeInsuranceover$100kRothIRAMarriageExistingClient withNewMoneyMaturingCDVariableAnnuity$100,000+$1,000,000RetirementDivorceFixedAnnuityTransfer$500,000+MutualFunds$50,000+StocksManaged/AdvisoryAccountWealthTransfer/DeathClaimIndexedAnnuity$250,000+529PlanRolloverNew Jobor CareerInheritanceLifeInsuranceover$100kRothIRAMarriageExistingClient withNewMoneyMaturingCDVariableAnnuity$100,000+$1,000,000RetirementDivorceFixedAnnuityTransfer$500,000+

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