MutualFundsInheritanceExistingClient withNewMoneyTransferInIndexedAnnuityFixedAnnuityStocks$500,000+LifeInsuranceover$100KWealthTransfer/DeathClaim$50,000+RothIRARollover$100,000+Managed/AdvisoryAccountDivorce$250,000+RetirementMarriageVariableAnnuityNewJob/Career$1,000,000+MaturingCD529MutualFundsInheritanceExistingClient withNewMoneyTransferInIndexedAnnuityFixedAnnuityStocks$500,000+LifeInsuranceover$100KWealthTransfer/DeathClaim$50,000+RothIRARollover$100,000+Managed/AdvisoryAccountDivorce$250,000+RetirementMarriageVariableAnnuityNewJob/Career$1,000,000+MaturingCD529

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