ClientPortalPOALivingTrustAnnuitySubmitaTicketAlternativeInvestmentsSocialSecurityWalletShareConcentratedStockSurvivorshipanalysisUmbrellaInsuranceEstateTaxOptionsstrategiesQSBS529sETICFRA10b5-1 PlanActionItemsDataGatheringLifeinsuranceQCDsBackdoorRothISOsNUAGRATDecisionCenterWillsLong-termCareClientPortalPOALivingTrustAnnuitySubmitaTicketAlternativeInvestmentsSocialSecurityWalletShareConcentratedStockSurvivorshipanalysisUmbrellaInsuranceEstateTaxOptionsstrategiesQSBS529sETICFRA10b5-1 PlanActionItemsDataGatheringLifeinsuranceQCDsBackdoorRothISOsNUAGRATDecisionCenterWillsLong-termCare

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