GRATMedicalDirectiveFRAIntegrationIncreasedAccountSizeClientPortalReferralsCustomInvestmentsWalletShareDataGatheringSubmitaTicketActionItemsISOsL-TaxDecisionCenterSocialSecurityNUAWillETICQSBSPensionLumpSumStockOptionsStickinessEstateTaxPOALivingTrustFreetrustrevieweMoneyRSUsGRATMedicalDirectiveFRAIntegrationIncreasedAccountSizeClientPortalReferralsCustomInvestmentsWalletShareDataGatheringSubmitaTicketActionItemsISOsL-TaxDecisionCenterSocialSecurityNUAWillETICQSBSPensionLumpSumStockOptionsStickinessEstateTaxPOALivingTrustFreetrustrevieweMoneyRSUs

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