SetgoalsreceiveearningsCash-BalancePlan.CoverdellEducationSavingsProfit-SharingPlannope!purelifeASAPIndividualRetirementAccount(IRA)ROTHplansImmediateannuity10%DefinedBenefitPlanSinglepremiumannuitycontractSecuritiesBailoutprovisionFixedrateannuityKeoghPlan6.2% ofsalary1.45%ofsalaryVestedrightsContributoryPensionPlannope!NoncontributoryPension Plan annuitycertainStartingtoo lateSelf -directedaccountsSalaryReductionor 401 kplanThrift andSavingsPlansEarlywithdrawalpenalties PensionProtectionActQualifiedPensionPlan1035exchangelifeannuity w/refundAbove avgperformance& Low feestructure PesnionReformAct /ERISASetgoalsreceiveearningsCash-BalancePlan.CoverdellEducationSavingsProfit-SharingPlannope!purelifeASAPIndividualRetirementAccount(IRA)ROTHplansImmediateannuity10%DefinedBenefitPlanSinglepremiumannuitycontractSecuritiesBailoutprovisionFixedrateannuityKeoghPlan6.2% ofsalary1.45%ofsalaryVestedrightsContributoryPensionPlannope!NoncontributoryPension Plan annuitycertainStartingtoo lateSelf -directedaccountsSalaryReductionor 401 kplanThrift andSavingsPlansEarlywithdrawalpenalties PensionProtectionActQualifiedPensionPlan1035exchangelifeannuity w/refundAbove avgperformance& Low feestructure PesnionReformAct /ERISA

WMA_Ch 14 Class Discussion - 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. Set goals
  2. receive earnings
  3. Cash-Balance Plan.
  4. Coverdell Education Savings
  5. Profit-Sharing Plan
  6. nope!
  7. pure life
  8. ASAP
  9. Individual Retirement Account (IRA)
  10. ROTH plans
  11. Immediate annuity
  12. 10%
  13. Defined Benefit Plan
  14. Single premium annuity contract
  15. Securities
  16. Bailout provision
  17. Fixed rate annuity
  18. Keogh Plan
  19. 6.2% of salary
  20. 1.45% of salary
  21. Vested rights
  22. Contributory Pension Plan
  23. nope!
  24. Noncontributory Pension Plan
  25. annuity certain
  26. Starting too late
  27. Self - directed accounts
  28. Salary Reduction or 401 k plan
  29. Thrift and Savings Plans
  30. Early withdrawal penalties
  31. Pension Protection Act
  32. Qualified Pension Plan
  33. 1035 exchange
  34. life annuity w/ refund
  35. Above avg performance & Low fee structure
  36. Pesnion Reform Act / ERISA