LifeInsuranceover$100KMaturingCD$50,000+$100,000+$1,000,000+NewJob/CareerStocks529FixedAnnuityMarriageExistingClient withNewMoneyRothIRARetirementIndexedAnnuityInheritanceManaged/AdvisoryAccount$500,000+DivorceMutualFundsRollover$250,000+TransferInVariableAnnuityWealthTransfer/DeathClaimLifeInsuranceover$100KMaturingCD$50,000+$100,000+$1,000,000+NewJob/CareerStocks529FixedAnnuityMarriageExistingClient withNewMoneyRothIRARetirementIndexedAnnuityInheritanceManaged/AdvisoryAccount$500,000+DivorceMutualFundsRollover$250,000+TransferInVariableAnnuityWealthTransfer/DeathClaim

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