BeneficiaryDesignationGrantorBeneficiaryChildrenFamilyPortfolioManager5billionWillEstateDeathTaxesTrustIncapacityParentsDonorAdvisedFundDisabilityCashFlowPersonalRepresentativeCharityRetirementBusinessSuccessionClientServiceMichiganBankingFinancialPlanningTrusteeIndianaBillPayingInvestmentsIncapacityTrustOfficerFloridaPOARiskManagementBeneficiaryDesignationGrantorBeneficiaryChildrenFamilyPortfolioManager5billionWillEstateDeathTaxesTrustIncapacityParentsDonorAdvisedFundDisabilityCashFlowPersonalRepresentativeCharityRetirementBusinessSuccessionClientServiceMichiganBankingFinancialPlanningTrusteeIndianaBillPayingInvestmentsIncapacityTrustOfficerFloridaPOARiskManagement

Wealth Advisory Services - 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. Beneficiary Designation
  2. Grantor
  3. Beneficiary
  4. Children
  5. Family
  6. Portfolio Manager
  7. 5 billion
  8. Will
  9. Estate
  10. Death
  11. Taxes
  12. Trust
  13. Incapacity
  14. Parents
  15. Donor Advised Fund
  16. Disability
  17. Cash Flow
  18. Personal Representative
  19. Charity
  20. Retirement
  21. Business Succession
  22. Client Service
  23. Michigan
  24. Banking
  25. Financial Planning
  26. Trustee
  27. Indiana
  28. Bill Paying
  29. Investments
  30. Incapacity
  31. Trust Officer
  32. Florida
  33. POA
  34. Risk Management