nearingretirementconsultInheritanceDepositsAsk about401k@previousemployerAnnuityMaturityCallIRAAmount atanotherFirmBusinessclientswith LifeinsurancehighbalanceapptBeneficiaryReviewInterestIncomeProtectionReviewCDMaturityApptfinancialplanningconsultConsolidatinginvestmentaccountsSelfmanagedaccountLifeInsuranceReviewSecondOpinionon currentportfolioinvestmentclientreviewFree!Set Aphoneappointfor FAMortgagereferralsLegacyReviewnearingretirementconsultInheritanceDepositsAsk about401k@previousemployerAnnuityMaturityCallIRAAmount atanotherFirmBusinessclientswith LifeinsurancehighbalanceapptBeneficiaryReviewInterestIncomeProtectionReviewCDMaturityApptfinancialplanningconsultConsolidatinginvestmentaccountsSelfmanagedaccountLifeInsuranceReviewSecondOpinionon currentportfolioinvestmentclientreviewFree!Set Aphoneappointfor FAMortgagereferralsLegacyReview

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