DecisionCentereMoneyDataGatheringSocialSecurityStickinessFreetrustreviewNUAETICL-TaxIncreasedAccountSizeFRAQSBSSubmitaTicketEstateTaxCustomInvestmentsWillWalletShareGRATPensionLumpSumLivingTrustISOsPOAMedicalDirectiveActionItemsReferralsRSUsClientPortalIntegrationStockOptionsDecisionCentereMoneyDataGatheringSocialSecurityStickinessFreetrustreviewNUAETICL-TaxIncreasedAccountSizeFRAQSBSSubmitaTicketEstateTaxCustomInvestmentsWillWalletShareGRATPensionLumpSumLivingTrustISOsPOAMedicalDirectiveActionItemsReferralsRSUsClientPortalIntegrationStockOptions

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
  1. Decision Center
  2. eMoney
  3. Data Gathering
  4. Social Security
  5. Stickiness
  6. Free trust review
  7. NUA
  8. ETIC
  9. L-Tax
  10. Increased Account Size
  11. FRA
  12. QSBS
  13. Submit a Ticket
  14. Estate Tax
  15. Custom Investments
  16. Will
  17. Wallet Share
  18. GRAT
  19. Pension Lump Sum
  20. Living Trust
  21. ISOs
  22. POA
  23. Medical Directive
  24. Action Items
  25. Referrals
  26. RSUs
  27. Client Portal
  28. Integration
  29. Stock Options