RiskProfileGoalSettingWorksheetAnnuityCreditCardDebtSocialSecurityMutualFundRetirementTermInsuranceDIMEMethodX CurveConceptInsuranceForOthersWhat OtherWorkshopsDo WeTeach?________WillsandTrustsDebtRoll UpPermanentInsuranceAssetsandLiabilitiesCoverdellEducationSavingsAccountTaxableIncomeDollarCostAveragingTaxLaterWholeLifeGuardianshipBusinessPlanningThe greatestasset is_________ !CharityThePower ofChoiceInflationClarity &UnderstandingCost ofInsuranceFixedPremiumDisciplineand_____________30 by ___CampaignMoneyManagerGuaranteedInterestRateTakeAction!MedicaidFinancialFoundationFinalExpenseCashValueIndexUniversalLifeAccidentalDeath &DismembermentLongTermCareInstructorName________CoinsuranceWealthFormulaFinancialEducationandFinancial_________FlexiblePremiumWarrantyMedicare401kMedicalExpensesNonQualifiedStock Option(NQSO)FlexibleDeathBenefit529PlansResponsibilityCurveRestrictedStockUniversallifeRateClassROTHIRA5 YearLevelTermBuildWealthVariableLifeDownPaymentSEPIRAName ofOffice_________UmbrellaPolicyRiskProfileGoalSettingWorksheetAnnuityCreditCardDebtSocialSecurityMutualFundRetirementTermInsuranceDIMEMethodX CurveConceptInsuranceForOthersWhat OtherWorkshopsDo WeTeach?________WillsandTrustsDebtRoll UpPermanentInsuranceAssetsandLiabilitiesCoverdellEducationSavingsAccountTaxableIncomeDollarCostAveragingTaxLaterWholeLifeGuardianshipBusinessPlanningThe greatestasset is_________ !CharityThePower ofChoiceInflationClarity &UnderstandingCost ofInsuranceFixedPremiumDisciplineand_____________30 by ___CampaignMoneyManagerGuaranteedInterestRateTakeAction!MedicaidFinancialFoundationFinalExpenseCashValueIndexUniversalLifeAccidentalDeath &DismembermentLongTermCareInstructorName________CoinsuranceWealthFormulaFinancialEducationandFinancial_________FlexiblePremiumWarrantyMedicare401kMedicalExpensesNonQualifiedStock Option(NQSO)FlexibleDeathBenefit529PlansResponsibilityCurveRestrictedStockUniversallifeRateClassROTHIRA5 YearLevelTermBuildWealthVariableLifeDownPaymentSEPIRAName ofOffice_________UmbrellaPolicy

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