financialplanningconsultCDMaturityApptSecondOpinionon currentportfolionearingretirementconsultConsolidatinginvestmentaccountshighbalanceapptLifeInsuranceReviewAnnuityMaturityCallFree!InheritanceDepositsBeneficiaryReviewInterestIRAAmount atanotherFirmAsk about401k@previousemployerSelfmanagedaccountSet Aphoneappointfor FAMortgagereferralsBusinessclientswith LifeinsuranceIncomeProtectionReviewLegacyReviewinvestmentclientreviewfinancialplanningconsultCDMaturityApptSecondOpinionon currentportfolionearingretirementconsultConsolidatinginvestmentaccountshighbalanceapptLifeInsuranceReviewAnnuityMaturityCallFree!InheritanceDepositsBeneficiaryReviewInterestIRAAmount atanotherFirmAsk about401k@previousemployerSelfmanagedaccountSet Aphoneappointfor FAMortgagereferralsBusinessclientswith LifeinsuranceIncomeProtectionReviewLegacyReviewinvestmentclientreview

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