$1,000,000+DivorceManaged/AdvisoryAccount$500,000+FixedAnnuityInheritanceWealthTransfer/DeathClaim529$250,000+TransferInLifeInsuranceover$100KNewJob/CareerRolloverVariableAnnuityMarriageRothIRAMutualFundsExistingClient withNewMoney$50,000+$100,000+StocksMaturingCDRetirementIndexedAnnuity$1,000,000+DivorceManaged/AdvisoryAccount$500,000+FixedAnnuityInheritanceWealthTransfer/DeathClaim529$250,000+TransferInLifeInsuranceover$100KNewJob/CareerRolloverVariableAnnuityMarriageRothIRAMutualFundsExistingClient withNewMoney$50,000+$100,000+StocksMaturingCDRetirementIndexedAnnuity

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