VariableAnnuityStocks$100,000+MarriageExistingClient withNewMoneyIndexedAnnuityRolloverNewJob/CareerRetirementRothIRA$500,000+$1,000,000+LifeInsuranceover$100KDivorceMaturingCDTransferIn$50,000+WealthTransfer/DeathClaim529InheritanceFixedAnnuityMutualFunds$250,000+Managed/AdvisoryAccountVariableAnnuityStocks$100,000+MarriageExistingClient withNewMoneyIndexedAnnuityRolloverNewJob/CareerRetirementRothIRA$500,000+$1,000,000+LifeInsuranceover$100KDivorceMaturingCDTransferIn$50,000+WealthTransfer/DeathClaim529InheritanceFixedAnnuityMutualFunds$250,000+Managed/AdvisoryAccount

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