CDMaturityApptFree!Businessclientswith LifeinsuranceIncomeProtectionReviewInheritanceDepositsnearingretirementconsultfinancialplanningconsultSet Aphoneappointfor FAMortgagereferralsBeneficiaryReviewInterestIRAAmount atanotherFirmSecondOpinionon currentportfolioAnnuityMaturityCallSelfmanagedaccountLegacyReviewinvestmentclientreviewConsolidatinginvestmentaccountshighbalanceapptLifeInsuranceReviewAsk about401k@previousemployerCDMaturityApptFree!Businessclientswith LifeinsuranceIncomeProtectionReviewInheritanceDepositsnearingretirementconsultfinancialplanningconsultSet Aphoneappointfor FAMortgagereferralsBeneficiaryReviewInterestIRAAmount atanotherFirmSecondOpinionon currentportfolioAnnuityMaturityCallSelfmanagedaccountLegacyReviewinvestmentclientreviewConsolidatinginvestmentaccountshighbalanceapptLifeInsuranceReviewAsk about401k@previousemployer

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