MaturingCDWealthTransfer/DeathClaim$50,000+$250,000+TransferIn$1,000,000+MutualFundsRothIRAVariableAnnuityExistingClient withNewMoney$500,000+MarriageIndexedAnnuity529FixedAnnuityInheritanceLifeInsuranceover$100KStocksManaged/AdvisoryAccount$100,000+RetirementDivorceRolloverNewJob/CareerMaturingCDWealthTransfer/DeathClaim$50,000+$250,000+TransferIn$1,000,000+MutualFundsRothIRAVariableAnnuityExistingClient withNewMoney$500,000+MarriageIndexedAnnuity529FixedAnnuityInheritanceLifeInsuranceover$100KStocksManaged/AdvisoryAccount$100,000+RetirementDivorceRolloverNewJob/Career

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