TransferIn$250,000+IndexedAnnuityFixedAnnuity529RetirementLifeInsuranceover$100KWealthTransfer/DeathClaimExistingClient withNewMoneyRothIRAMutualFunds$100,000+InheritanceNewJob/Career$500,000+Rollover$1,000,000+DivorceVariableAnnuityMarriageMaturingCD$50,000+Managed/AdvisoryAccountStocksTransferIn$250,000+IndexedAnnuityFixedAnnuity529RetirementLifeInsuranceover$100KWealthTransfer/DeathClaimExistingClient withNewMoneyRothIRAMutualFunds$100,000+InheritanceNewJob/Career$500,000+Rollover$1,000,000+DivorceVariableAnnuityMarriageMaturingCD$50,000+Managed/AdvisoryAccountStocks

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