SocialSecurity10b5-1 PlanWalletShareAnnuityLong-termCareOptionsstrategiesDecisionCenterAlternativeInvestmentsBackdoorRothPOAGRATDataGatheringSurvivorshipanalysisClientPortalISOsActionItems529sEstateTaxETICLifeinsuranceConcentratedStockQSBSNUASubmitaTicketLivingTrustUmbrellaInsuranceQCDsFRAWillsSocialSecurity10b5-1 PlanWalletShareAnnuityLong-termCareOptionsstrategiesDecisionCenterAlternativeInvestmentsBackdoorRothPOAGRATDataGatheringSurvivorshipanalysisClientPortalISOsActionItems529sEstateTaxETICLifeinsuranceConcentratedStockQSBSNUASubmitaTicketLivingTrustUmbrellaInsuranceQCDsFRAWills

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
G
2
I
3
G
4
N
5
B
6
G
7
I
8
N
9
N
10
I
11
I
12
O
13
B
14
B
15
G
16
B
17
O
18
G
19
I
20
N
21
B
22
O
23
G
24
B
25
O
26
N
27
I
28
O
29
O
  1. G-Social Security
  2. I-10b5-1 Plan
  3. G-Wallet Share
  4. N-Annuity
  5. B-Long-term Care
  6. G-Options strategies
  7. I-Decision Center
  8. N-Alternative Investments
  9. N-Backdoor Roth
  10. I-POA
  11. I-GRAT
  12. O-Data Gathering
  13. B-Survivorship analysis
  14. B-Client Portal
  15. G-ISOs
  16. B-Action Items
  17. O-529s
  18. G-Estate Tax
  19. I-ETIC
  20. N-Life insurance
  21. B-Concentrated Stock
  22. O-QSBS
  23. G-NUA
  24. B-Submit a Ticket
  25. O-Living Trust
  26. N-Umbrella Insurance
  27. I-QCDs
  28. O-FRA
  29. O-Wills