ISOsNUAFRAQSBSSocialSecurityDecisionCenterStockOptionsWalletShareeMoneyGRATIntegrationActionItemsRSUsReferralsCustomInvestmentsPensionLumpSumEstateTaxIncreasedAccountSizeLivingTrustWillL-TaxSubmitaTicketFreetrustreviewClientPortalDataGatheringMedicalDirectiveStickinessPOAETICISOsNUAFRAQSBSSocialSecurityDecisionCenterStockOptionsWalletShareeMoneyGRATIntegrationActionItemsRSUsReferralsCustomInvestmentsPensionLumpSumEstateTaxIncreasedAccountSizeLivingTrustWillL-TaxSubmitaTicketFreetrustreviewClientPortalDataGatheringMedicalDirectiveStickinessPOAETIC

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