SelfmanagedaccountLegacyReviewFree!ConsolidatinginvestmentaccountsinvestmentclientreviewhighbalanceapptBusinessclientswith LifeinsurancefinancialplanningconsultBeneficiaryReviewInterestAsk about401k@previousemployerLifeInsuranceReviewIRAAmount atanotherFirmAnnuityMaturityCallIncomeProtectionReviewMortgagereferralsnearingretirementconsultSecondOpinionon currentportfolioCDMaturityApptInheritanceDepositsSet Aphoneappointfor FASelfmanagedaccountLegacyReviewFree!ConsolidatinginvestmentaccountsinvestmentclientreviewhighbalanceapptBusinessclientswith LifeinsurancefinancialplanningconsultBeneficiaryReviewInterestAsk about401k@previousemployerLifeInsuranceReviewIRAAmount atanotherFirmAnnuityMaturityCallIncomeProtectionReviewMortgagereferralsnearingretirementconsultSecondOpinionon currentportfolioCDMaturityApptInheritanceDepositsSet Aphoneappointfor FA

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