DecisionCenterL-TaxIntegrationClientPortalEstateTaxPensionLumpSumFreetrustreviewSubmitaTicketETICDataGatheringNUARSUseMoneyMedicalDirectiveReferralsQSBSSocialSecurityCustomInvestmentsWillStockOptionsPOAISOsActionItemsWalletShareLivingTrustFRAStickinessIncreasedAccountSizeGRATDecisionCenterL-TaxIntegrationClientPortalEstateTaxPensionLumpSumFreetrustreviewSubmitaTicketETICDataGatheringNUARSUseMoneyMedicalDirectiveReferralsQSBSSocialSecurityCustomInvestmentsWillStockOptionsPOAISOsActionItemsWalletShareLivingTrustFRAStickinessIncreasedAccountSizeGRAT

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