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