DecisionCenterActionItemsL-TaxETICEstateTaxFreetrustreviewRSUsPensionLumpSumSubmitaTicketDataGatheringQSBSIntegrationIncreasedAccountSizeWalletShareGRATFRAISOsStockOptionsWillLivingTrustReferralsNUAMedicalDirectiveClientPortalSocialSecurityStickinesseMoneyPOACustomInvestmentsDecisionCenterActionItemsL-TaxETICEstateTaxFreetrustreviewRSUsPensionLumpSumSubmitaTicketDataGatheringQSBSIntegrationIncreasedAccountSizeWalletShareGRATFRAISOsStockOptionsWillLivingTrustReferralsNUAMedicalDirectiveClientPortalSocialSecurityStickinesseMoneyPOACustomInvestments

Financial Planning - 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. Decision Center
  2. Action Items
  3. L-Tax
  4. ETIC
  5. Estate Tax
  6. Free trust review
  7. RSUs
  8. Pension Lump Sum
  9. Submit a Ticket
  10. Data Gathering
  11. QSBS
  12. Integration
  13. Increased Account Size
  14. Wallet Share
  15. GRAT
  16. FRA
  17. ISOs
  18. Stock Options
  19. Will
  20. Living Trust
  21. Referrals
  22. NUA
  23. Medical Directive
  24. Client Portal
  25. Social Security
  26. Stickiness
  27. eMoney
  28. POA
  29. Custom Investments