DivorceVariableAnnuityFixedAnnuity$250,000+529MutualFunds$50,000+RolloverNewJob/CareerMarriageRothIRARetirementExistingClient withNewMoneyMaturingCD$500,000+Inheritance$100,000+WealthTransfer/DeathClaimLifeInsuranceover$100K$1,000,000+StocksIndexedAnnuityManaged/AdvisoryAccountTransferInDivorceVariableAnnuityFixedAnnuity$250,000+529MutualFunds$50,000+RolloverNewJob/CareerMarriageRothIRARetirementExistingClient withNewMoneyMaturingCD$500,000+Inheritance$100,000+WealthTransfer/DeathClaimLifeInsuranceover$100K$1,000,000+StocksIndexedAnnuityManaged/AdvisoryAccountTransferIn

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