NUAClientPortalLivingTrustConcentratedStockAlternativeInvestmentsQCDsETICQSBSDataGatheringGRATLong-termCareLifeinsuranceDecisionCenterSocialSecurity529sUmbrellaInsuranceSurvivorshipanalysisISOsActionItemsFRAWalletShareSubmitaTicketPOAAnnuityBackdoorRothWillsOptionsstrategiesEstateTax10b5-1 PlanNUAClientPortalLivingTrustConcentratedStockAlternativeInvestmentsQCDsETICQSBSDataGatheringGRATLong-termCareLifeinsuranceDecisionCenterSocialSecurity529sUmbrellaInsuranceSurvivorshipanalysisISOsActionItemsFRAWalletShareSubmitaTicketPOAAnnuityBackdoorRothWillsOptionsstrategiesEstateTax10b5-1 Plan

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