LegacyReviewMortgagereferralsSet Aphoneappointfor FAIRAAmount atanotherFirmLifeInsuranceReviewfinancialplanningconsultIncomeProtectionReviewhighbalanceapptAnnuityMaturityCallAsk about401k@previousemployerCDMaturityApptSecondOpinionon currentportfolioSelfmanagedaccountInheritanceDepositsFree!Businessclientswith LifeinsuranceBeneficiaryReviewInterestnearingretirementconsultinvestmentclientreviewConsolidatinginvestmentaccountsLegacyReviewMortgagereferralsSet Aphoneappointfor FAIRAAmount atanotherFirmLifeInsuranceReviewfinancialplanningconsultIncomeProtectionReviewhighbalanceapptAnnuityMaturityCallAsk about401k@previousemployerCDMaturityApptSecondOpinionon currentportfolioSelfmanagedaccountInheritanceDepositsFree!Businessclientswith LifeinsuranceBeneficiaryReviewInterestnearingretirementconsultinvestmentclientreviewConsolidatinginvestmentaccounts

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