IRAAmount atanotherFirmhighbalanceapptBeneficiaryReviewInterestAnnuityMaturityCallMortgagereferralsBusinessclientswith LifeinsuranceLegacyReviewConsolidatinginvestmentaccountsIncomeProtectionReviewSecondOpinionon currentportfolioInheritanceDepositsAsk about401k@previousemployerFree!CDMaturityApptfinancialplanningconsultSet Aphoneappointfor FAinvestmentclientreviewSelfmanagedaccountLifeInsuranceReviewnearingretirementconsultIRAAmount atanotherFirmhighbalanceapptBeneficiaryReviewInterestAnnuityMaturityCallMortgagereferralsBusinessclientswith LifeinsuranceLegacyReviewConsolidatinginvestmentaccountsIncomeProtectionReviewSecondOpinionon currentportfolioInheritanceDepositsAsk about401k@previousemployerFree!CDMaturityApptfinancialplanningconsultSet Aphoneappointfor FAinvestmentclientreviewSelfmanagedaccountLifeInsuranceReviewnearingretirementconsult

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
  1. IRA Amount at another Firm
  2. high balance appt
  3. Beneficiary Review Interest
  4. Annuity Maturity Call
  5. Mortgage referrals
  6. Business clients with Life insurance
  7. Legacy Review
  8. Consolidating investment accounts
  9. Income Protection Review
  10. Second Opinion on current portfolio
  11. Inheritance Deposits
  12. Ask about 401k @previous employer
  13. Free!
  14. CD Maturity Appt
  15. financial planning consult
  16. Set A phone appoint for FA
  17. investment client review
  18. Self managed account
  19. Life Insurance Review
  20. nearing retirement consult