RestrictedStockMoneyManagerCoverdellEducationSavingsAccountInsuranceForOthersMedicalExpenses401kUmbrellaPolicyGuardianship529PlansAssetsandLiabilitiesSocialSecurityMedicaidTermInsuranceROTHIRADebtRoll Up5 YearLevelTermFinalExpenseAccidentalDeath &DismembermentProperProtectionThe greatestasset is_________ !IndexUniversalLifeRiskProfileBuildWealthFlexiblePremiumMutualFundCashValueCost ofInsuranceRateClassLongTermCareCharityClarity &UnderstandingDollarCostAveragingSEPIRAMedicareDIMEMethodFinancialEducationandFinancial_________NonQualifiedStock Option(NQSO)X CurveConceptFixedPremiumTaxableIncomeDisciplineand_____________Name ofOffice_________CoinsuranceWarrantyWhat OtherWorkshopsDo WeTeach?________30 by ___CampaignFinancialFoundationGoalSettingWorksheetGuaranteedInterestRateAnnuityUniversallifeInstructorName________VariableLifeRetirementCreditCardDebtDownPaymentFlexibleDeathBenefitTakeAction!WholeLifeWealthFormulaInflationPermanentInsuranceWillsandTrustsResponsibilityCurveBusinessPlanningTaxLaterThePower ofChoiceRestrictedStockMoneyManagerCoverdellEducationSavingsAccountInsuranceForOthersMedicalExpenses401kUmbrellaPolicyGuardianship529PlansAssetsandLiabilitiesSocialSecurityMedicaidTermInsuranceROTHIRADebtRoll Up5 YearLevelTermFinalExpenseAccidentalDeath &DismembermentProperProtectionThe greatestasset is_________ !IndexUniversalLifeRiskProfileBuildWealthFlexiblePremiumMutualFundCashValueCost ofInsuranceRateClassLongTermCareCharityClarity &UnderstandingDollarCostAveragingSEPIRAMedicareDIMEMethodFinancialEducationandFinancial_________NonQualifiedStock Option(NQSO)X CurveConceptFixedPremiumTaxableIncomeDisciplineand_____________Name ofOffice_________CoinsuranceWarrantyWhat OtherWorkshopsDo WeTeach?________30 by ___CampaignFinancialFoundationGoalSettingWorksheetGuaranteedInterestRateAnnuityUniversallifeInstructorName________VariableLifeRetirementCreditCardDebtDownPaymentFlexibleDeathBenefitTakeAction!WholeLifeWealthFormulaInflationPermanentInsuranceWillsandTrustsResponsibilityCurveBusinessPlanningTaxLaterThePower ofChoice

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