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