Self managed account investment client review Ask about 401k @previous employer Annuity Maturity Call financial planning consult Legacy Review nearing retirement consult Second Opinion on current portfolio Life Insurance Review Business clients with Life insurance IRA Amount at another Firm CD Maturity Appt Consolidating investment accounts Beneficiary Review Interest Set A phone appoint for FA high balance appt Mortgage referrals Inheritance Deposits Free! Income Protection Review Self managed account investment client review Ask about 401k @previous employer Annuity Maturity Call financial planning consult Legacy Review nearing retirement consult Second Opinion on current portfolio Life Insurance Review Business clients with Life insurance IRA Amount at another Firm CD Maturity Appt Consolidating investment accounts Beneficiary Review Interest Set A phone appoint for FA high balance appt Mortgage referrals Inheritance Deposits Free! Income Protection Review
(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.
Self managed account
investment client review
Ask about 401k @previous employer
Annuity Maturity Call
financial planning consult
Legacy Review
nearing retirement consult
Second Opinion on current portfolio
Life Insurance Review
Business clients with Life insurance
IRA Amount at another Firm
CD Maturity Appt
Consolidating investment accounts
Beneficiary Review Interest
Set A phone appoint for FA
high balance appt
Mortgage referrals
Inheritance Deposits
Free!
Income Protection Review