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