GoalSettingWorksheetName ofOffice_________InstructorName________IndexUniversalLifeCashValueDIMEMethodAssetsandLiabilitiesBusinessPlanningTakeAction!ROTHIRARateClassDebtRoll UpWealthFormulaCost ofInsuranceThe greatestasset is_________ !FinalExpenseFlexibleDeathBenefitDownPaymentFixedPremiumThePower ofChoiceCoinsuranceX CurveConceptFinancialEducationandFinancial_________BuildWealthRetirement5 YearLevelTermTaxLaterSocialSecuritySEPIRATermInsuranceFinancialFoundationProperProtectionUniversallifeVariableLifeTaxableIncomeResponsibilityCurve401kAccidentalDeath &DismembermentGuaranteedInterestRate529PlansFlexiblePremiumMedicaidPermanentInsuranceMoneyManagerRestrictedStockMedicalExpensesMedicareLongTermCareInsuranceForOthersWholeLifeNonQualifiedStock Option(NQSO)Clarity &UnderstandingGuardianshipCoverdellEducationSavingsAccountDollarCostAveragingUmbrellaPolicyCreditCardDebtCharityInflationMutualFundWillsandTrustsWarranty30 by ___CampaignDisciplineand_____________What OtherWorkshopsDo WeTeach?________AnnuityRiskProfileGoalSettingWorksheetName ofOffice_________InstructorName________IndexUniversalLifeCashValueDIMEMethodAssetsandLiabilitiesBusinessPlanningTakeAction!ROTHIRARateClassDebtRoll UpWealthFormulaCost ofInsuranceThe greatestasset is_________ !FinalExpenseFlexibleDeathBenefitDownPaymentFixedPremiumThePower ofChoiceCoinsuranceX CurveConceptFinancialEducationandFinancial_________BuildWealthRetirement5 YearLevelTermTaxLaterSocialSecuritySEPIRATermInsuranceFinancialFoundationProperProtectionUniversallifeVariableLifeTaxableIncomeResponsibilityCurve401kAccidentalDeath &DismembermentGuaranteedInterestRate529PlansFlexiblePremiumMedicaidPermanentInsuranceMoneyManagerRestrictedStockMedicalExpensesMedicareLongTermCareInsuranceForOthersWholeLifeNonQualifiedStock Option(NQSO)Clarity &UnderstandingGuardianshipCoverdellEducationSavingsAccountDollarCostAveragingUmbrellaPolicyCreditCardDebtCharityInflationMutualFundWillsandTrustsWarranty30 by ___CampaignDisciplineand_____________What OtherWorkshopsDo WeTeach?________AnnuityRiskProfile

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