PendDateDirectTransferBrokerageAccountRMDIncomeRiderSurrenderChargeRothIRAAge59 1/2TraditionalIRAIndirectRolloverAOF10% EarlyWithdrawalPenaltyPendingFundsAllocationsFireLightApplicationNon-QualifiedAMLStaleDateCostBasisIMOMYGAAgentSplitNot InGoodOrderRetirementPlanPostHOTSPIAFixed-IndexedSuitabilityFormTaxQualificationPendDateDirectTransferBrokerageAccountRMDIncomeRiderSurrenderChargeRothIRAAge59 1/2TraditionalIRAIndirectRolloverAOF10% EarlyWithdrawalPenaltyPendingFundsAllocationsFireLightApplicationNon-QualifiedAMLStaleDateCostBasisIMOMYGAAgentSplitNot InGoodOrderRetirementPlanPostHOTSPIAFixed-IndexedSuitabilityFormTaxQualification

Annuity Ops Bootcamp - 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
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
  1. Pend Date
  2. Direct Transfer
  3. Brokerage Account
  4. RMD
  5. Income Rider
  6. Surrender Charge
  7. Roth IRA
  8. Age 59 1/2
  9. Traditional IRA
  10. Indirect Rollover
  11. AOF
  12. 10% Early Withdrawal Penalty
  13. Pending Funds
  14. Allocations
  15. FireLight Application
  16. Non-Qualified
  17. AML
  18. Stale Date
  19. Cost Basis
  20. IMO
  21. MYGA
  22. Agent Split
  23. Not In Good Order
  24. Retirement Plan
  25. Post HOT
  26. SPIA
  27. Fixed-Indexed
  28. Suitability Form
  29. Tax Qualification