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.

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