Managed/AdvisoryAccount$50,000+InheritanceNewJob/CareerTransferIn$500,000+RothIRAMarriage$250,000+IndexedAnnuityMutualFundsStocks529WealthTransfer/DeathClaim$1,000,000+$100,000+RolloverMaturingCDDivorceFixedAnnuityLifeInsuranceover$100KExistingClient withNewMoneyVariableAnnuityRetirementManaged/AdvisoryAccount$50,000+InheritanceNewJob/CareerTransferIn$500,000+RothIRAMarriage$250,000+IndexedAnnuityMutualFundsStocks529WealthTransfer/DeathClaim$1,000,000+$100,000+RolloverMaturingCDDivorceFixedAnnuityLifeInsuranceover$100KExistingClient withNewMoneyVariableAnnuityRetirement

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