ClosedReferraltoJon/JuliaConvertmaturingMeridianGIC toWealthReferralforFinancialPlanClosedReferralover 100kClosedReferralto JuliaRRSPContributionNewTFSARESPContributionNewRESPNewRRSPClosedReferralto JuliaClosedReferralover$500kTFSAContributionMemberTransfersfor PACPromoMemberTransfersfor 1%PromoConvertmaturingMeridianGIC toWealthClosedReferralto JonMemberTransfersfor PACPromoClosedReferralover$250kNewMember -TransferInReferralforFinancialPlanNewRRIFClosedReferralto JonMemberTransfersfor 1%PromoClosedReferraltoJon/JuliaConvertmaturingMeridianGIC toWealthReferralforFinancialPlanClosedReferralover 100kClosedReferralto JuliaRRSPContributionNewTFSARESPContributionNewRESPNewRRSPClosedReferralto JuliaClosedReferralover$500kTFSAContributionMemberTransfersfor PACPromoMemberTransfersfor 1%PromoConvertmaturingMeridianGIC toWealthClosedReferralto JonMemberTransfersfor PACPromoClosedReferralover$250kNewMember -TransferInReferralforFinancialPlanNewRRIFClosedReferralto JonMemberTransfersfor 1%Promo

Retirement Season - 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
O
3
G
4
O
5
I
6
B
7
I
8
O
9
G
10
I
11
N
12
B
13
G
14
B
15
N
16
N
17
G
18
I
19
I
20
B
21
B
22
G
23
N
24
O
  1. O- Closed Referral to Jon/Julia
  2. O-Convert maturing Meridian GIC to Wealth
  3. G-Referral for Financial Plan
  4. O-Closed Referral over 100k
  5. I-Closed Referral to Julia
  6. B-RRSP Contribution
  7. I-New TFSA
  8. O-RESP Contribution
  9. G-New RESP
  10. I-New RRSP
  11. N-Closed Referral to Julia
  12. B-Closed Referral over $500k
  13. G-TFSA Contribution
  14. B-Member Transfers for PAC Promo
  15. N-Member Transfers for 1% Promo
  16. N-Convert maturing Meridian GIC to Wealth
  17. G-Closed Referral to Jon
  18. I-Member Transfers for PAC Promo
  19. I-Closed Referral over $250k
  20. B-New Member - Transfer In
  21. B-Referral for Financial Plan
  22. G-New RRIF
  23. N-Closed Referral to Jon
  24. O-Member Transfers for 1% Promo