Have multiplesources ofretirementincome planned  LifeInsurance forFamily Protection    Got businesssuccessioninsurance in place    Contributingto/have anEmergency Fund  Understandemployment/statutorydeductions Reached astage ofearning passiveIncome  Know how I willfund my futureexpenses   Critical illnessinsurance forincomeprotection   Ownstocks andBonds  All expensesare below 50%of my income    Have enough forretirement     Made a will    Debt free    Aware andcautious ofphishing scams  Consults withan experiencedfinancialadvisor Know myNet worth     Have aneducation fundfor child(ren)    Living within mymeans    Keep andreview allfinancialrecords  Have abudget/spendingplan to track andmanage cashflow  FinanciallyPrepared for theHurricane Season    Have a diversifiedinvestmentportfolio   Total debtpayments areless than 35%of income   Learnt theimportance ofan Emergencyfund fromCovid-19 Have multiplesources ofretirementincome planned  LifeInsurance forFamily Protection    Got businesssuccessioninsurance in place    Contributingto/have anEmergency Fund  Understandemployment/statutorydeductions Reached astage ofearning passiveIncome  Know how I willfund my futureexpenses   Critical illnessinsurance forincomeprotection   Ownstocks andBonds  All expensesare below 50%of my income    Have enough forretirement     Made a will    Debt free    Aware andcautious ofphishing scams  Consults withan experiencedfinancialadvisor Know myNet worth     Have aneducation fundfor child(ren)    Living within mymeans    Keep andreview allfinancialrecords  Have abudget/spendingplan to track andmanage cashflow  FinanciallyPrepared for theHurricane Season    Have a diversifiedinvestmentportfolio   Total debtpayments areless than 35%of income   Learnt theimportance ofan Emergencyfund fromCovid-19

Financial Planning - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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.


1
O
2
I
3
G
4
G
5
N
6
N
7
O
8
G
9
B
10
B
11
I
12
O
13
O
14
O
15
B
16
B
17
I
18
I
19
B
20
N
21
G
22
G
23
N
24
I
  1. O- Have multiple sources of retirement income planned
  2. I- Life Insurance for Family Protection
  3. G- Got business succession insurance in place
  4. G- Contributing to/have an Emergency Fund
  5. N-Understand employment/statutory deductions
  6. N- Reached a stage of earning passive Income
  7. O- Know how I will fund my future expenses
  8. G- Critical illness insurance for income protection
  9. B- Own stocks and Bonds
  10. B- All expenses are below 50% of my income
  11. I- Have enough for retirement
  12. O- Made a will
  13. O- Debt free
  14. O- Aware and cautious of phishing scams
  15. B- Consults with an experienced financial advisor
  16. B- Know my Net worth
  17. I- Have an education fund for child(ren)
  18. I- Living within my means
  19. B- Keep and review all financial records
  20. N-Have a budget/spending plan to track and manage cash flow
  21. G- Financially Prepared for the Hurricane Season
  22. G- Have a diversified investment portfolio
  23. N- Total debt payments are less than 35% of income
  24. I- Learnt the importance of an Emergency fund from Covid-19