TaxQualificationSPIAAllocationsIndirectRolloverMYGAFixed-IndexedAgentSplitIMOIncomeRiderSurrenderChargeRetirementPlan10% EarlyWithdrawalPenaltyCostBasisFireLightApplicationAMLRMDRothIRANon-QualifiedAOFBrokerageAccountDirectTransferTraditionalIRAPendingFundsPostHOTNot InGoodOrderAge59 1/2PendDateSuitabilityFormStaleDateTaxQualificationSPIAAllocationsIndirectRolloverMYGAFixed-IndexedAgentSplitIMOIncomeRiderSurrenderChargeRetirementPlan10% EarlyWithdrawalPenaltyCostBasisFireLightApplicationAMLRMDRothIRANon-QualifiedAOFBrokerageAccountDirectTransferTraditionalIRAPendingFundsPostHOTNot InGoodOrderAge59 1/2PendDateSuitabilityFormStaleDate

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.


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