$250,000+$500,000+MarriageIndexedAnnuity$100,000+529$1,000,000+$50,000+DivorceRetirementVariableAnnuityMutualFundsManaged/AdvisoryAccountRothIRAInheritanceNewJob/CareerLifeInsuranceover$100KFixedAnnuityExistingClient withNewMoneyRolloverStocksTransferInWealthTransfer/DeathClaimMaturingCD$250,000+$500,000+MarriageIndexedAnnuity$100,000+529$1,000,000+$50,000+DivorceRetirementVariableAnnuityMutualFundsManaged/AdvisoryAccountRothIRAInheritanceNewJob/CareerLifeInsuranceover$100KFixedAnnuityExistingClient withNewMoneyRolloverStocksTransferInWealthTransfer/DeathClaimMaturingCD

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