Managed/AdvisoryAccountMarriageInheritanceNewJob/Career$50,000+MutualFundsStocks$1,000,000+FixedAnnuity$500,000+RolloverLifeInsuranceover$100KRothIRAIndexedAnnuityExistingClient withNewMoney$100,000+TransferInMaturingCDDivorceVariableAnnuityRetirementWealthTransfer/DeathClaim$250,000+529Managed/AdvisoryAccountMarriageInheritanceNewJob/Career$50,000+MutualFundsStocks$1,000,000+FixedAnnuity$500,000+RolloverLifeInsuranceover$100KRothIRAIndexedAnnuityExistingClient withNewMoney$100,000+TransferInMaturingCDDivorceVariableAnnuityRetirementWealthTransfer/DeathClaim$250,000+529

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