MarriageInheritance529PlanMutualFundsVariableAnnuityMaturingCD$1,000,000$50,000+RothIRAExistingClient withNewMoneyManaged/AdvisoryAccount$500,000+IndexedAnnuityStocksFixedAnnuityRolloverNew Jobor CareerTransfer$100,000+RetirementLifeInsuranceover$100kDivorce$250,000+WealthTransfer/DeathClaimMarriageInheritance529PlanMutualFundsVariableAnnuityMaturingCD$1,000,000$50,000+RothIRAExistingClient withNewMoneyManaged/AdvisoryAccount$500,000+IndexedAnnuityStocksFixedAnnuityRolloverNew Jobor CareerTransfer$100,000+RetirementLifeInsuranceover$100kDivorce$250,000+WealthTransfer/DeathClaim

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.


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