Stocks$1,000,000+$500,000+FixedAnnuityDivorceMaturingCDRollover$100,000+NewJob/CareerRothIRA$50,000+WealthTransfer/DeathClaimVariableAnnuityMutualFundsIndexedAnnuityManaged/AdvisoryAccount529LifeInsuranceover$100KMarriageRetirementInheritance$250,000+TransferInExistingClient withNewMoneyStocks$1,000,000+$500,000+FixedAnnuityDivorceMaturingCDRollover$100,000+NewJob/CareerRothIRA$50,000+WealthTransfer/DeathClaimVariableAnnuityMutualFundsIndexedAnnuityManaged/AdvisoryAccount529LifeInsuranceover$100KMarriageRetirementInheritance$250,000+TransferInExistingClient withNewMoney

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