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