StocksMutualFunds$50,000+ExistingClient withNewMoneyRolloverLifeInsuranceover$100KTransferInWealthTransfer/DeathClaimVariableAnnuityNewJob/CareerMarriageDivorceFixedAnnuityManaged/AdvisoryAccount529Inheritance$250,000+$100,000+MaturingCDRothIRAIndexedAnnuityRetirement$500,000+$1,000,000+StocksMutualFunds$50,000+ExistingClient withNewMoneyRolloverLifeInsuranceover$100KTransferInWealthTransfer/DeathClaimVariableAnnuityNewJob/CareerMarriageDivorceFixedAnnuityManaged/AdvisoryAccount529Inheritance$250,000+$100,000+MaturingCDRothIRAIndexedAnnuityRetirement$500,000+$1,000,000+

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