ExistingClient withNewMoneyLifeInsuranceover$100K$250,000+Managed/AdvisoryAccount$50,000+MaturingCDTransferInStocksFixedAnnuityDivorce$500,000+$1,000,000+VariableAnnuityMutualFundsWealthTransfer/DeathClaimRollover$100,000+IndexedAnnuityInheritanceNewJob/CareerRetirement529MarriageRothIRAExistingClient withNewMoneyLifeInsuranceover$100K$250,000+Managed/AdvisoryAccount$50,000+MaturingCDTransferInStocksFixedAnnuityDivorce$500,000+$1,000,000+VariableAnnuityMutualFundsWealthTransfer/DeathClaimRollover$100,000+IndexedAnnuityInheritanceNewJob/CareerRetirement529MarriageRothIRA

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