financialplanningconsulthighbalanceapptAnnuityMaturityCallIRAAmount atanotherFirmBusinessclientswith LifeinsuranceFree!nearingretirementconsultSet Aphoneappointfor FAIncomeProtectionReviewInheritanceDepositsAsk about401k@previousemployerCDMaturityApptSecondOpinionon currentportfolioConsolidatinginvestmentaccountsLifeInsuranceReviewinvestmentclientreviewLegacyReviewMortgagereferralsBeneficiaryReviewInterestSelfmanagedaccountfinancialplanningconsulthighbalanceapptAnnuityMaturityCallIRAAmount atanotherFirmBusinessclientswith LifeinsuranceFree!nearingretirementconsultSet Aphoneappointfor FAIncomeProtectionReviewInheritanceDepositsAsk about401k@previousemployerCDMaturityApptSecondOpinionon currentportfolioConsolidatinginvestmentaccountsLifeInsuranceReviewinvestmentclientreviewLegacyReviewMortgagereferralsBeneficiaryReviewInterestSelfmanagedaccount

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