(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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Has a Will and/or Trust
Works with a Financial Professional
Needs income protection (Disability Insurance)
Has a long-term financial goal. Please share
Needs to set up a Will & Trust
Has an old 401k at a previous employer
Needs life insurance
Has life insurance
Has an emergency fund
Is a entrepreneur
Struggles with talking about money
Has an investment account
Currently paying off debt
Needs a financial plan for their kid(s)
Knows the interest rate on their checking and savings account
Has successfully paid off all debt
Knows the interest rates on all their debt
Saves a % of income each
month for financial goals
Has a retirement plan
Knows what type of life insurance they have
Wants to start a business
Has a short-term financial goal. Please share
Knows the difference between a Traditional and Roth account
