ETICWillsFRASubmitaTicket529sLong-termCareSurvivorshipanalysisLifeinsuranceQCDsQSBSWalletShareSocialSecurityAnnuityGRATLivingTrustDecisionCenterUmbrellaInsurance10b5-1 PlanDataGatheringActionItemsNUAAlternativeInvestmentsEstateTaxClientPortalBackdoorRothOptionsstrategiesISOsConcentratedStockPOAETICWillsFRASubmitaTicket529sLong-termCareSurvivorshipanalysisLifeinsuranceQCDsQSBSWalletShareSocialSecurityAnnuityGRATLivingTrustDecisionCenterUmbrellaInsurance10b5-1 PlanDataGatheringActionItemsNUAAlternativeInvestmentsEstateTaxClientPortalBackdoorRothOptionsstrategiesISOsConcentratedStockPOA

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