MarriageWealthTransfer/DeathClaim$500,000+MaturingCDTransfer529PlanRothIRAManaged/AdvisoryAccountExistingClient withNewMoneyNew Jobor CareerLifeInsuranceover$100kRetirement$100,000+Inheritance$250,000+$1,000,000RolloverDivorceIndexedAnnuityVariableAnnuityStocksFixedAnnuity$50,000+MutualFundsMarriageWealthTransfer/DeathClaim$500,000+MaturingCDTransfer529PlanRothIRAManaged/AdvisoryAccountExistingClient withNewMoneyNew Jobor CareerLifeInsuranceover$100kRetirement$100,000+Inheritance$250,000+$1,000,000RolloverDivorceIndexedAnnuityVariableAnnuityStocksFixedAnnuity$50,000+MutualFunds

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