ProperProtectionAccidentalDeath &DismembermentRiskProfileTermInsuranceClarity &UnderstandingGoalSettingWorksheetCharityWealthFormulaLongTermCareRestrictedStockROTHIRAGuardianship529PlansFinalExpenseFlexibleDeathBenefitWholeLifeVariableLifeDownPaymentMedicalExpensesWillsandTrustsCost ofInsuranceWarranty30 by ___CampaignNonQualifiedStock Option(NQSO)5 YearLevelTermFlexiblePremiumPermanentInsuranceCreditCardDebtX CurveConceptName ofOffice_________FinancialFoundationCashValueMutualFundAssetsandLiabilitiesDIMEMethodMedicareFixedPremiumThePower ofChoiceAnnuityInstructorName________ResponsibilityCurveFinancialEducationandFinancial_________BusinessPlanningIndexUniversalLifeTakeAction!UmbrellaPolicyInflationMedicaidRetirementThe greatestasset is_________ !What OtherWorkshopsDo WeTeach?________RateClassUniversallifeMoneyManagerSEPIRAGuaranteedInterestRateSocialSecurityCoinsuranceDollarCostAveragingDebtRoll UpCoverdellEducationSavingsAccountDisciplineand_____________TaxableIncomeBuildWealthTaxLaterInsuranceForOthers401kProperProtectionAccidentalDeath &DismembermentRiskProfileTermInsuranceClarity &UnderstandingGoalSettingWorksheetCharityWealthFormulaLongTermCareRestrictedStockROTHIRAGuardianship529PlansFinalExpenseFlexibleDeathBenefitWholeLifeVariableLifeDownPaymentMedicalExpensesWillsandTrustsCost ofInsuranceWarranty30 by ___CampaignNonQualifiedStock Option(NQSO)5 YearLevelTermFlexiblePremiumPermanentInsuranceCreditCardDebtX CurveConceptName ofOffice_________FinancialFoundationCashValueMutualFundAssetsandLiabilitiesDIMEMethodMedicareFixedPremiumThePower ofChoiceAnnuityInstructorName________ResponsibilityCurveFinancialEducationandFinancial_________BusinessPlanningIndexUniversalLifeTakeAction!UmbrellaPolicyInflationMedicaidRetirementThe greatestasset is_________ !What OtherWorkshopsDo WeTeach?________RateClassUniversallifeMoneyManagerSEPIRAGuaranteedInterestRateSocialSecurityCoinsuranceDollarCostAveragingDebtRoll UpCoverdellEducationSavingsAccountDisciplineand_____________TaxableIncomeBuildWealthTaxLaterInsuranceForOthers401k

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