CDMaturityApptSet Aphoneappointfor FAInheritanceDepositsAsk about401k@previousemployerSelfmanagedaccountAnnuityMaturityCallfinancialplanningconsultMortgagereferralsLifeInsuranceReviewBusinessclientswith LifeinsuranceSecondOpinionon currentportfolioLegacyReviewFree!highbalanceapptConsolidatinginvestmentaccountsBeneficiaryReviewInterestIRAAmount atanotherFirmIncomeProtectionReviewinvestmentclientreviewnearingretirementconsultCDMaturityApptSet Aphoneappointfor FAInheritanceDepositsAsk about401k@previousemployerSelfmanagedaccountAnnuityMaturityCallfinancialplanningconsultMortgagereferralsLifeInsuranceReviewBusinessclientswith LifeinsuranceSecondOpinionon currentportfolioLegacyReviewFree!highbalanceapptConsolidatinginvestmentaccountsBeneficiaryReviewInterestIRAAmount atanotherFirmIncomeProtectionReviewinvestmentclientreviewnearingretirementconsult

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