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