LegacyReviewBeneficiaryReviewInteresthighbalanceapptIRAAmount atanotherFirmBusinessclientswith LifeinsuranceLifeInsuranceReviewnearingretirementconsultAnnuityMaturityCallFree!ConsolidatinginvestmentaccountsCDMaturityApptAsk about401k@previousemployerSelfmanagedaccountSet Aphoneappointfor FAfinancialplanningconsultSecondOpinionon currentportfolioIncomeProtectionReviewInheritanceDepositsMortgagereferralsinvestmentclientreviewLegacyReviewBeneficiaryReviewInteresthighbalanceapptIRAAmount atanotherFirmBusinessclientswith LifeinsuranceLifeInsuranceReviewnearingretirementconsultAnnuityMaturityCallFree!ConsolidatinginvestmentaccountsCDMaturityApptAsk about401k@previousemployerSelfmanagedaccountSet Aphoneappointfor FAfinancialplanningconsultSecondOpinionon currentportfolioIncomeProtectionReviewInheritanceDepositsMortgagereferralsinvestmentclientreview

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