FinancialFoundationX CurveConceptUmbrellaPolicyMoneyManagerProperProtectionCreditCardDebtTaxLater30 by ___Campaign529PlansCashValueClarity &UnderstandingFlexibleDeathBenefit401kAssetsandLiabilitiesFlexiblePremiumTakeAction!BusinessPlanningWarrantyWhat OtherWorkshopsDo WeTeach?________IndexUniversalLifeMutualFundDIMEMethodUniversallifeCharityTaxableIncomeCost ofInsuranceInstructorName________FinalExpenseSEPIRADownPaymentWillsandTrustsGuardianship5 YearLevelTermPermanentInsuranceInsuranceForOthersBuildWealthThePower ofChoiceRestrictedStockMedicareVariableLifeRiskProfileROTHIRAFixedPremiumThe greatestasset is_________ !AnnuityInflationFinancialEducationandFinancial_________CoinsuranceRateClassName ofOffice_________GuaranteedInterestRateCoverdellEducationSavingsAccountResponsibilityCurveDebtRoll UpRetirementMedicalExpensesWholeLifeSocialSecurityDollarCostAveragingMedicaidNonQualifiedStock Option(NQSO)GoalSettingWorksheetDisciplineand_____________TermInsuranceLongTermCareAccidentalDeath &DismembermentWealthFormulaFinancialFoundationX CurveConceptUmbrellaPolicyMoneyManagerProperProtectionCreditCardDebtTaxLater30 by ___Campaign529PlansCashValueClarity &UnderstandingFlexibleDeathBenefit401kAssetsandLiabilitiesFlexiblePremiumTakeAction!BusinessPlanningWarrantyWhat OtherWorkshopsDo WeTeach?________IndexUniversalLifeMutualFundDIMEMethodUniversallifeCharityTaxableIncomeCost ofInsuranceInstructorName________FinalExpenseSEPIRADownPaymentWillsandTrustsGuardianship5 YearLevelTermPermanentInsuranceInsuranceForOthersBuildWealthThePower ofChoiceRestrictedStockMedicareVariableLifeRiskProfileROTHIRAFixedPremiumThe greatestasset is_________ !AnnuityInflationFinancialEducationandFinancial_________CoinsuranceRateClassName ofOffice_________GuaranteedInterestRateCoverdellEducationSavingsAccountResponsibilityCurveDebtRoll UpRetirementMedicalExpensesWholeLifeSocialSecurityDollarCostAveragingMedicaidNonQualifiedStock Option(NQSO)GoalSettingWorksheetDisciplineand_____________TermInsuranceLongTermCareAccidentalDeath &DismembermentWealthFormula

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