SelfmanagedaccountinvestmentclientreviewAsk about401k@previousemployerAnnuityMaturityCallfinancialplanningconsultLegacyReviewnearingretirementconsultSecondOpinionon currentportfolioLifeInsuranceReviewBusinessclientswith LifeinsuranceIRAAmount atanotherFirmCDMaturityApptConsolidatinginvestmentaccountsBeneficiaryReviewInterestSet Aphoneappointfor FAhighbalanceapptMortgagereferralsInheritanceDepositsFree!IncomeProtectionReviewSelfmanagedaccountinvestmentclientreviewAsk about401k@previousemployerAnnuityMaturityCallfinancialplanningconsultLegacyReviewnearingretirementconsultSecondOpinionon currentportfolioLifeInsuranceReviewBusinessclientswith LifeinsuranceIRAAmount atanotherFirmCDMaturityApptConsolidatinginvestmentaccountsBeneficiaryReviewInterestSet Aphoneappointfor FAhighbalanceapptMortgagereferralsInheritanceDepositsFree!IncomeProtectionReview

401K BINGO! - 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. Self managed account
  2. investment client review
  3. Ask about 401k @previous employer
  4. Annuity Maturity Call
  5. financial planning consult
  6. Legacy Review
  7. nearing retirement consult
  8. Second Opinion on current portfolio
  9. Life Insurance Review
  10. Business clients with Life insurance
  11. IRA Amount at another Firm
  12. CD Maturity Appt
  13. Consolidating investment accounts
  14. Beneficiary Review Interest
  15. Set A phone appoint for FA
  16. high balance appt
  17. Mortgage referrals
  18. Inheritance Deposits
  19. Free!
  20. Income Protection Review