401kX CurveConceptInflationRestrictedStockRateClassDIMEMethodResponsibilityCurveCreditCardDebt529PlansClarity &UnderstandingMedicalExpensesGuaranteedInterestRateTaxLaterFlexibleDeathBenefitIndexUniversalLifeInsuranceForOthersWillsandTrustsGoalSettingWorksheetLongTermCareWarrantyName ofOffice_________ThePower ofChoiceBusinessPlanningFinalExpenseUmbrellaPolicyCharityWholeLifeCost ofInsuranceNonQualifiedStock Option(NQSO)FinancialFoundationWealthFormulaInstructorName________TermInsuranceDollarCostAveragingMedicareROTHIRATakeAction!CoinsuranceAssetsandLiabilitiesGuardianshipFixedPremiumAnnuityPermanentInsurance5 YearLevelTermMutualFundDisciplineand_____________MedicaidCashValueTaxableIncomeSocialSecurityWhat OtherWorkshopsDo WeTeach?________CoverdellEducationSavingsAccountAccidentalDeath &DismembermentVariableLife30 by ___CampaignDownPaymentFlexiblePremiumMoneyManagerBuildWealthFinancialEducationandFinancial_________SEPIRADebtRoll UpUniversallifeThe greatestasset is_________ !RetirementRiskProfile401kX CurveConceptInflationRestrictedStockRateClassDIMEMethodResponsibilityCurveCreditCardDebt529PlansClarity &UnderstandingMedicalExpensesGuaranteedInterestRateTaxLaterFlexibleDeathBenefitIndexUniversalLifeInsuranceForOthersWillsandTrustsGoalSettingWorksheetLongTermCareWarrantyName ofOffice_________ThePower ofChoiceBusinessPlanningFinalExpenseUmbrellaPolicyCharityWholeLifeCost ofInsuranceNonQualifiedStock Option(NQSO)FinancialFoundationWealthFormulaInstructorName________TermInsuranceDollarCostAveragingMedicareROTHIRATakeAction!CoinsuranceAssetsandLiabilitiesGuardianshipFixedPremiumAnnuityPermanentInsurance5 YearLevelTermMutualFundDisciplineand_____________MedicaidCashValueTaxableIncomeSocialSecurityWhat OtherWorkshopsDo WeTeach?________CoverdellEducationSavingsAccountAccidentalDeath &DismembermentVariableLife30 by ___CampaignDownPaymentFlexiblePremiumMoneyManagerBuildWealthFinancialEducationandFinancial_________SEPIRADebtRoll UpUniversallifeThe greatestasset is_________ !RetirementRiskProfile

Workshop 3 - 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. 401k
  2. X Curve Concept
  3. Inflation
  4. Restricted Stock
  5. Rate Class
  6. DIME Method
  7. Responsibility Curve
  8. Credit Card Debt
  9. 529 Plans
  10. Clarity & Understanding
  11. Medical Expenses
  12. Guaranteed Interest Rate
  13. Tax Later
  14. Flexible Death Benefit
  15. Index Universal Life
  16. Insurance For Others
  17. Wills and Trusts
  18. Goal Setting Worksheet
  19. Long Term Care
  20. Warranty
  21. Name of Office _________
  22. The Power of Choice
  23. Business Planning
  24. Final Expense
  25. Umbrella Policy
  26. Charity
  27. Whole Life
  28. Cost of Insurance
  29. Non Qualified Stock Option (NQSO)
  30. Financial Foundation
  31. Wealth Formula
  32. Instructor Name ________
  33. Term Insurance
  34. Dollar Cost Averaging
  35. Medicare
  36. ROTH IRA
  37. Take Action!
  38. Coinsurance
  39. Assets and Liabilities
  40. Guardianship
  41. Fixed Premium
  42. Annuity
  43. Permanent Insurance
  44. 5 Year Level Term
  45. Mutual Fund
  46. Discipline and _____________
  47. Medicaid
  48. Cash Value
  49. Taxable Income
  50. Social Security
  51. What Other Workshops Do We Teach?________
  52. Coverdell Education Savings Account
  53. Accidental Death & Dismemberment
  54. Variable Life
  55. 30 by ___ Campaign
  56. Down Payment
  57. Flexible Premium
  58. Money Manager
  59. Build Wealth
  60. Financial Education and Financial _________
  61. SEP IRA
  62. Debt Roll Up
  63. Universal life
  64. The greatest asset is _________ !
  65. Retirement
  66. Risk Profile