529sUmbrellaInsuranceWillsSurvivorshipanalysisLong-termCareEstateTaxFRA10b5-1 PlanClientPortalAlternativeInvestmentsSocialSecurityQSBSLivingTrustPOABackdoorRothETICWalletShareQCDsISOsNUASubmitaTicketDataGatheringDecisionCenterOptionsstrategiesGRATActionItemsLifeinsuranceAnnuityConcentratedStock529sUmbrellaInsuranceWillsSurvivorshipanalysisLong-termCareEstateTaxFRA10b5-1 PlanClientPortalAlternativeInvestmentsSocialSecurityQSBSLivingTrustPOABackdoorRothETICWalletShareQCDsISOsNUASubmitaTicketDataGatheringDecisionCenterOptionsstrategiesGRATActionItemsLifeinsuranceAnnuityConcentratedStock

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