IndexUniversalLifeRiskProfileCost ofInsuranceAnnuityFlexibleDeathBenefitMoneyManagerDisciplineand_____________SocialSecurityWarrantyThe greatestasset is_________ !InsuranceForOthersResponsibilityCurveCashValueROTHIRAMedicareClarity &UnderstandingFlexiblePremiumTaxLaterBusinessPlanningAccidentalDeath &DismembermentBuildWealthInstructorName________WealthFormulaThePower ofChoiceGuardianship5 YearLevelTermRateClassTakeAction!DebtRoll UpGoalSettingWorksheetFinancialEducationandFinancial_________401kDownPaymentMutualFundPermanentInsuranceFixedPremiumUniversallifeWhat OtherWorkshopsDo WeTeach?________NonQualifiedStock Option(NQSO)TaxableIncomeTermInsuranceWholeLifeMedicaidCoinsuranceRestrictedStockWillsandTrustsLongTermCareCreditCardDebtRetirement30 by ___CampaignX CurveConceptMedicalExpensesGuaranteedInterestRateCharityName ofOffice_________AssetsandLiabilitiesSEPIRAVariableLifeFinalExpense529PlansFinancialFoundationUmbrellaPolicyDollarCostAveragingInflationDIMEMethodCoverdellEducationSavingsAccountProperProtectionIndexUniversalLifeRiskProfileCost ofInsuranceAnnuityFlexibleDeathBenefitMoneyManagerDisciplineand_____________SocialSecurityWarrantyThe greatestasset is_________ !InsuranceForOthersResponsibilityCurveCashValueROTHIRAMedicareClarity &UnderstandingFlexiblePremiumTaxLaterBusinessPlanningAccidentalDeath &DismembermentBuildWealthInstructorName________WealthFormulaThePower ofChoiceGuardianship5 YearLevelTermRateClassTakeAction!DebtRoll UpGoalSettingWorksheetFinancialEducationandFinancial_________401kDownPaymentMutualFundPermanentInsuranceFixedPremiumUniversallifeWhat OtherWorkshopsDo WeTeach?________NonQualifiedStock Option(NQSO)TaxableIncomeTermInsuranceWholeLifeMedicaidCoinsuranceRestrictedStockWillsandTrustsLongTermCareCreditCardDebtRetirement30 by ___CampaignX CurveConceptMedicalExpensesGuaranteedInterestRateCharityName ofOffice_________AssetsandLiabilitiesSEPIRAVariableLifeFinalExpense529PlansFinancialFoundationUmbrellaPolicyDollarCostAveragingInflationDIMEMethodCoverdellEducationSavingsAccountProperProtection

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