RetirementFinalExpenseCoinsuranceProperProtectionFinancialFoundation30 by ___CampaignVariableLifeSEPIRACoverdellEducationSavingsAccountWealthFormulaLongTermCareDisciplineand_____________MoneyManagerThePower ofChoiceGuardianshipTaxLaterBuildWealthCashValueWillsandTrustsDebtRoll UpTermInsuranceUmbrellaPolicyPermanentInsuranceInstructorName________GuaranteedInterestRateAssetsandLiabilitiesGoalSettingWorksheetMutualFundDIMEMethodMedicareAnnuityFixedPremiumInflationTaxableIncome5 YearLevelTermCreditCardDebtResponsibilityCurveWarrantyAccidentalDeath &DismembermentClarity &Understanding401kWhat OtherWorkshopsDo WeTeach?________FlexiblePremiumInsuranceForOthersName ofOffice_________RestrictedStockDownPaymentSocialSecurityWholeLifeRateClassMedicaidThe greatestasset is_________ !MedicalExpensesFlexibleDeathBenefitDollarCostAveragingX CurveConceptNonQualifiedStock Option(NQSO)529PlansTakeAction!CharityCost ofInsuranceROTHIRAUniversallifeFinancialEducationandFinancial_________IndexUniversalLifeBusinessPlanningRiskProfileRetirementFinalExpenseCoinsuranceProperProtectionFinancialFoundation30 by ___CampaignVariableLifeSEPIRACoverdellEducationSavingsAccountWealthFormulaLongTermCareDisciplineand_____________MoneyManagerThePower ofChoiceGuardianshipTaxLaterBuildWealthCashValueWillsandTrustsDebtRoll UpTermInsuranceUmbrellaPolicyPermanentInsuranceInstructorName________GuaranteedInterestRateAssetsandLiabilitiesGoalSettingWorksheetMutualFundDIMEMethodMedicareAnnuityFixedPremiumInflationTaxableIncome5 YearLevelTermCreditCardDebtResponsibilityCurveWarrantyAccidentalDeath &DismembermentClarity &Understanding401kWhat OtherWorkshopsDo WeTeach?________FlexiblePremiumInsuranceForOthersName ofOffice_________RestrictedStockDownPaymentSocialSecurityWholeLifeRateClassMedicaidThe greatestasset is_________ !MedicalExpensesFlexibleDeathBenefitDollarCostAveragingX CurveConceptNonQualifiedStock Option(NQSO)529PlansTakeAction!CharityCost ofInsuranceROTHIRAUniversallifeFinancialEducationandFinancial_________IndexUniversalLifeBusinessPlanningRiskProfile

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