IndexedAnnuityTransferInStocks$1,000,000+529LifeInsuranceover$100KInheritance$500,000+ExistingClient withNewMoneyManaged/AdvisoryAccountMaturingCD$100,000+Marriage$50,000+MutualFunds$250,000+RolloverRetirementFixedAnnuityVariableAnnuityDivorceNewJob/CareerWealthTransfer/DeathClaimRothIRAIndexedAnnuityTransferInStocks$1,000,000+529LifeInsuranceover$100KInheritance$500,000+ExistingClient withNewMoneyManaged/AdvisoryAccountMaturingCD$100,000+Marriage$50,000+MutualFunds$250,000+RolloverRetirementFixedAnnuityVariableAnnuityDivorceNewJob/CareerWealthTransfer/DeathClaimRothIRA

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