RolloverMarriageStocksIndexedAnnuity$100,000+MutualFundsRothIRAWealthTransfer/DeathClaimMaturingCDFixedAnnuityLifeInsuranceover$100KManaged/AdvisoryAccountNewJob/CareerTransferIn$250,000+$500,000+$1,000,000+ExistingClient withNewMoneyInheritanceDivorce529Retirement$50,000+VariableAnnuityRolloverMarriageStocksIndexedAnnuity$100,000+MutualFundsRothIRAWealthTransfer/DeathClaimMaturingCDFixedAnnuityLifeInsuranceover$100KManaged/AdvisoryAccountNewJob/CareerTransferIn$250,000+$500,000+$1,000,000+ExistingClient withNewMoneyInheritanceDivorce529Retirement$50,000+VariableAnnuity

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