RiskProfileGuaranteedInterestRateRateClassTakeAction!LongTermCareAnnuityMedicalExpensesFinalExpenseMutualFundBuildWealth5 YearLevelTermGuardianshipRestrictedStockMedicareFinancialFoundation401kTaxLaterThe greatestasset is_________ !MedicaidCreditCardDebtBusinessPlanningDisciplineand_____________AccidentalDeath &DismembermentRetirementResponsibilityCurveUniversallifeX CurveConceptGoalSettingWorksheetName ofOffice_________NonQualifiedStock Option(NQSO)InsuranceForOthersWealthFormulaTermInsuranceClarity &UnderstandingDIMEMethod529PlansIndexUniversalLifeWhat OtherWorkshopsDo WeTeach?________SEPIRAFixedPremiumCoinsuranceThePower ofChoiceDebtRoll UpProperProtectionCoverdellEducationSavingsAccountCost ofInsuranceTaxableIncomeVariableLifeWarrantyPermanentInsuranceDollarCostAveraging30 by ___CampaignFlexibleDeathBenefitInflationFlexiblePremiumFinancialEducationandFinancial_________SocialSecurityROTHIRAWillsandTrustsUmbrellaPolicyCashValueMoneyManagerCharityDownPaymentInstructorName________WholeLifeAssetsandLiabilitiesRiskProfileGuaranteedInterestRateRateClassTakeAction!LongTermCareAnnuityMedicalExpensesFinalExpenseMutualFundBuildWealth5 YearLevelTermGuardianshipRestrictedStockMedicareFinancialFoundation401kTaxLaterThe greatestasset is_________ !MedicaidCreditCardDebtBusinessPlanningDisciplineand_____________AccidentalDeath &DismembermentRetirementResponsibilityCurveUniversallifeX CurveConceptGoalSettingWorksheetName ofOffice_________NonQualifiedStock Option(NQSO)InsuranceForOthersWealthFormulaTermInsuranceClarity &UnderstandingDIMEMethod529PlansIndexUniversalLifeWhat OtherWorkshopsDo WeTeach?________SEPIRAFixedPremiumCoinsuranceThePower ofChoiceDebtRoll UpProperProtectionCoverdellEducationSavingsAccountCost ofInsuranceTaxableIncomeVariableLifeWarrantyPermanentInsuranceDollarCostAveraging30 by ___CampaignFlexibleDeathBenefitInflationFlexiblePremiumFinancialEducationandFinancial_________SocialSecurityROTHIRAWillsandTrustsUmbrellaPolicyCashValueMoneyManagerCharityDownPaymentInstructorName________WholeLifeAssetsandLiabilities

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