MutualFunds$50,000+$250,000+RetirementTransferInInheritanceIndexedAnnuityVariableAnnuity$1,000,000+529StocksRothIRALifeInsuranceover$100K$100,000+NewJob/CareerFixedAnnuityRollover$500,000+ExistingClient withNewMoneyWealthTransfer/DeathClaimMaturingCDDivorceManaged/AdvisoryAccountMarriageMutualFunds$50,000+$250,000+RetirementTransferInInheritanceIndexedAnnuityVariableAnnuity$1,000,000+529StocksRothIRALifeInsuranceover$100K$100,000+NewJob/CareerFixedAnnuityRollover$500,000+ExistingClient withNewMoneyWealthTransfer/DeathClaimMaturingCDDivorceManaged/AdvisoryAccountMarriage

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