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