5billionBeneficiaryDesignationEstateDeathRiskManagementWillBankingDisabilityIncapacityTaxesBeneficiaryFloridaClientServiceParentsRetirementBusinessSuccessionMichiganInvestmentsIncapacityPersonalRepresentativeDonorAdvisedFundTrustFinancialPlanningTrusteePOAPortfolioManagerGrantorIndianaBillPayingCharityFamilyTrustOfficerChildrenCashFlow5billionBeneficiaryDesignationEstateDeathRiskManagementWillBankingDisabilityIncapacityTaxesBeneficiaryFloridaClientServiceParentsRetirementBusinessSuccessionMichiganInvestmentsIncapacityPersonalRepresentativeDonorAdvisedFundTrustFinancialPlanningTrusteePOAPortfolioManagerGrantorIndianaBillPayingCharityFamilyTrustOfficerChildrenCashFlow

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