Set Aphoneappointfor FAhighbalanceapptAnnuityMaturityCallIncomeProtectionReviewfinancialplanningconsultBusinessclientswith LifeinsuranceCDMaturityApptConsolidatinginvestmentaccountsnearingretirementconsultBeneficiaryReviewInterestLegacyReviewinvestmentclientreviewIRAAmount atanotherFirmLifeInsuranceReviewFree!Ask about401k@previousemployerMortgagereferralsSecondOpinionon currentportfolioInheritanceDepositsSelfmanagedaccountSet Aphoneappointfor FAhighbalanceapptAnnuityMaturityCallIncomeProtectionReviewfinancialplanningconsultBusinessclientswith LifeinsuranceCDMaturityApptConsolidatinginvestmentaccountsnearingretirementconsultBeneficiaryReviewInterestLegacyReviewinvestmentclientreviewIRAAmount atanotherFirmLifeInsuranceReviewFree!Ask about401k@previousemployerMortgagereferralsSecondOpinionon currentportfolioInheritanceDepositsSelfmanagedaccount

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