IncomeProtectionReviewLifeInsuranceReviewMortgagereferralsInheritanceDepositsFree!BeneficiaryReviewInterestSecondOpinionon currentportfolioLegacyReviewBusinessclientswith LifeinsuranceAnnuityMaturityCallSet Aphoneappointfor FAConsolidatinginvestmentaccountsAsk about401k@previousemployerhighbalanceapptSelfmanagedaccountnearingretirementconsultCDMaturityApptIRAAmount atanotherFirmfinancialplanningconsultinvestmentclientreviewIncomeProtectionReviewLifeInsuranceReviewMortgagereferralsInheritanceDepositsFree!BeneficiaryReviewInterestSecondOpinionon currentportfolioLegacyReviewBusinessclientswith LifeinsuranceAnnuityMaturityCallSet Aphoneappointfor FAConsolidatinginvestmentaccountsAsk about401k@previousemployerhighbalanceapptSelfmanagedaccountnearingretirementconsultCDMaturityApptIRAAmount atanotherFirmfinancialplanningconsultinvestmentclientreview

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