RetirementSEPIRATaxableIncomeDebtRoll UpMedicaidInsuranceForOthersCoverdellEducationSavingsAccountTakeAction!InflationFinancialFoundationCost ofInsuranceRateClassIndexUniversalLifeCoinsuranceResponsibilityCurveAssetsandLiabilitiesFinancialEducationandFinancial_________TermInsuranceUmbrellaPolicyWhat OtherWorkshopsDo WeTeach?________30 by ___CampaignSocialSecurityBuildWealthRiskProfileFlexibleDeathBenefitCharityName ofOffice_________FlexiblePremiumRestrictedStockDollarCostAveragingWholeLifeNonQualifiedStock Option(NQSO)WealthFormulaClarity &UnderstandingGuardianship401kX CurveConceptAccidentalDeath &Dismemberment5 YearLevelTermMutualFundCreditCardDebtInstructorName________DownPaymentBusinessPlanningMedicalExpensesMoneyManagerTaxLaterThe greatestasset is_________ !PermanentInsuranceFinalExpenseVariableLifeWarrantyAnnuity529PlansMedicareThePower ofChoiceDisciplineand_____________CashValueUniversallifeGoalSettingWorksheetWillsandTrustsLongTermCareDIMEMethodGuaranteedInterestRateFixedPremiumROTHIRARetirementSEPIRATaxableIncomeDebtRoll UpMedicaidInsuranceForOthersCoverdellEducationSavingsAccountTakeAction!InflationFinancialFoundationCost ofInsuranceRateClassIndexUniversalLifeCoinsuranceResponsibilityCurveAssetsandLiabilitiesFinancialEducationandFinancial_________TermInsuranceUmbrellaPolicyWhat OtherWorkshopsDo WeTeach?________30 by ___CampaignSocialSecurityBuildWealthRiskProfileFlexibleDeathBenefitCharityName ofOffice_________FlexiblePremiumRestrictedStockDollarCostAveragingWholeLifeNonQualifiedStock Option(NQSO)WealthFormulaClarity &UnderstandingGuardianship401kX CurveConceptAccidentalDeath &Dismemberment5 YearLevelTermMutualFundCreditCardDebtInstructorName________DownPaymentBusinessPlanningMedicalExpensesMoneyManagerTaxLaterThe greatestasset is_________ !PermanentInsuranceFinalExpenseVariableLifeWarrantyAnnuity529PlansMedicareThePower ofChoiceDisciplineand_____________CashValueUniversallifeGoalSettingWorksheetWillsandTrustsLongTermCareDIMEMethodGuaranteedInterestRateFixedPremiumROTHIRA

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