Fixed-IndexedRothIRAAge59 1/2SPIATaxQualificationFireLightApplicationSuitabilityFormDirectTransferPendingFundsIMOSurrenderChargeIncomeRiderAOFPendDate10% EarlyWithdrawalPenaltyTraditionalIRAMYGAStaleDateAMLRMDRetirementPlanCostBasisAgentSplitPostHOTBrokerageAccountAllocationsIndirectRolloverNot InGoodOrderNon-QualifiedFixed-IndexedRothIRAAge59 1/2SPIATaxQualificationFireLightApplicationSuitabilityFormDirectTransferPendingFundsIMOSurrenderChargeIncomeRiderAOFPendDate10% EarlyWithdrawalPenaltyTraditionalIRAMYGAStaleDateAMLRMDRetirementPlanCostBasisAgentSplitPostHOTBrokerageAccountAllocationsIndirectRolloverNot InGoodOrderNon-Qualified

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