StocksMutualFundsMaturingCDRetirementRolloverVariableAnnuity$50,000+InheritanceDivorceRothIRAMarriageTransferIn$1,000,000+$500,000+NewJob/Career529Managed/AdvisoryAccountWealthTransfer/DeathClaimLifeInsuranceover$100KExistingClient withNewMoney$100,000+$250,000+IndexedAnnuityFixedAnnuityStocksMutualFundsMaturingCDRetirementRolloverVariableAnnuity$50,000+InheritanceDivorceRothIRAMarriageTransferIn$1,000,000+$500,000+NewJob/Career529Managed/AdvisoryAccountWealthTransfer/DeathClaimLifeInsuranceover$100KExistingClient withNewMoney$100,000+$250,000+IndexedAnnuityFixedAnnuity

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.


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