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