VariableAnnuityInheritance$250,000+ExistingClient withNewMoney$50,000+TransferInMutualFunds$100,000+RothIRAFixedAnnuityWealthTransfer/DeathClaimNewJob/CareerIndexedAnnuity$1,000,000+529LifeInsuranceover$100KDivorceManaged/AdvisoryAccountMarriageRetirementStocksRollover$500,000+MaturingCDVariableAnnuityInheritance$250,000+ExistingClient withNewMoney$50,000+TransferInMutualFunds$100,000+RothIRAFixedAnnuityWealthTransfer/DeathClaimNewJob/CareerIndexedAnnuity$1,000,000+529LifeInsuranceover$100KDivorceManaged/AdvisoryAccountMarriageRetirementStocksRollover$500,000+MaturingCD

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