TransferInManaged/AdvisoryAccountIndexedAnnuity$500,000+RetirementMarriageInheritanceMutualFundsVariableAnnuityRolloverExistingClient withNewMoney$1,000,000+FixedAnnuity$100,000+LifeInsuranceover$100K$50,000+WealthTransfer/DeathClaimNewJob/CareerRothIRAStocksMaturingCD529Divorce$250,000+TransferInManaged/AdvisoryAccountIndexedAnnuity$500,000+RetirementMarriageInheritanceMutualFundsVariableAnnuityRolloverExistingClient withNewMoney$1,000,000+FixedAnnuity$100,000+LifeInsuranceover$100K$50,000+WealthTransfer/DeathClaimNewJob/CareerRothIRAStocksMaturingCD529Divorce$250,000+

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