DebtRoll UpTaxLaterFinancialEducationandFinancial_________RateClass401kFixedPremiumName ofOffice_________X CurveConceptFlexibleDeathBenefitWholeLifeDisciplineand_____________VariableLifeMedicaidClarity &UnderstandingNonQualifiedStock Option(NQSO)5 YearLevelTerm529PlansCoinsuranceFinancialFoundationUmbrellaPolicyCoverdellEducationSavingsAccountFlexiblePremiumLongTermCareRetirementMedicalExpensesTaxableIncomeInflationMutualFundGuardianshipDownPaymentAnnuityTakeAction!30 by ___CampaignInsuranceForOthersThePower ofChoiceThe greatestasset is_________ !GoalSettingWorksheetInstructorName________WealthFormulaROTHIRABuildWealthBusinessPlanningGuaranteedInterestRateAccidentalDeath &DismembermentCost ofInsuranceMoneyManagerCharityCashValueSocialSecurityIndexUniversalLifeDollarCostAveragingWhat OtherWorkshopsDo WeTeach?________ResponsibilityCurvePermanentInsuranceCreditCardDebtRestrictedStockWarrantyMedicareDIMEMethodUniversallifeFinalExpenseWillsandTrustsRiskProfileTermInsuranceSEPIRAAssetsandLiabilitiesDebtRoll UpTaxLaterFinancialEducationandFinancial_________RateClass401kFixedPremiumName ofOffice_________X CurveConceptFlexibleDeathBenefitWholeLifeDisciplineand_____________VariableLifeMedicaidClarity &UnderstandingNonQualifiedStock Option(NQSO)5 YearLevelTerm529PlansCoinsuranceFinancialFoundationUmbrellaPolicyCoverdellEducationSavingsAccountFlexiblePremiumLongTermCareRetirementMedicalExpensesTaxableIncomeInflationMutualFundGuardianshipDownPaymentAnnuityTakeAction!30 by ___CampaignInsuranceForOthersThePower ofChoiceThe greatestasset is_________ !GoalSettingWorksheetInstructorName________WealthFormulaROTHIRABuildWealthBusinessPlanningGuaranteedInterestRateAccidentalDeath &DismembermentCost ofInsuranceMoneyManagerCharityCashValueSocialSecurityIndexUniversalLifeDollarCostAveragingWhat OtherWorkshopsDo WeTeach?________ResponsibilityCurvePermanentInsuranceCreditCardDebtRestrictedStockWarrantyMedicareDIMEMethodUniversallifeFinalExpenseWillsandTrustsRiskProfileTermInsuranceSEPIRAAssetsandLiabilities

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