Inheritance$100,000+RolloverFixedAnnuity$1,000,000$500,000+MarriageManaged/AdvisoryAccountMutualFunds$250,000+RetirementExistingClient withNewMoneyStocksLifeInsuranceover$100kWealthTransfer/DeathClaim529PlanTransferNew Jobor CareerDivorceRothIRAMaturingCDVariableAnnuity$50,000+IndexedAnnuityInheritance$100,000+RolloverFixedAnnuity$1,000,000$500,000+MarriageManaged/AdvisoryAccountMutualFunds$250,000+RetirementExistingClient withNewMoneyStocksLifeInsuranceover$100kWealthTransfer/DeathClaim529PlanTransferNew Jobor CareerDivorceRothIRAMaturingCDVariableAnnuity$50,000+IndexedAnnuity

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