DataGatheringIntegrationQSBSFRAPOAStockOptionsReferralsDecisionCenterActionItemsFreetrustreviewNUAClientPortalSubmitaTicketGRATeMoneyETICStickinessISOsPensionLumpSumSocialSecurityRSUsEstateTaxMedicalDirectiveWillWalletShareL-TaxLivingTrustCustomInvestmentsIncreasedAccountSizeDataGatheringIntegrationQSBSFRAPOAStockOptionsReferralsDecisionCenterActionItemsFreetrustreviewNUAClientPortalSubmitaTicketGRATeMoneyETICStickinessISOsPensionLumpSumSocialSecurityRSUsEstateTaxMedicalDirectiveWillWalletShareL-TaxLivingTrustCustomInvestmentsIncreasedAccountSize

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