AlternativeInvestmentsDecisionCenter10b5-1 PlanActionItemsConcentratedStockEstateTaxClientPortalETICSocialSecurityOptionsstrategiesISOs529sWalletShareQSBSGRATWillsFRALifeinsuranceLivingTrustUmbrellaInsuranceLong-termCareBackdoorRothQCDsAnnuityPOADataGatheringSubmitaTicketSurvivorshipanalysisNUAAlternativeInvestmentsDecisionCenter10b5-1 PlanActionItemsConcentratedStockEstateTaxClientPortalETICSocialSecurityOptionsstrategiesISOs529sWalletShareQSBSGRATWillsFRALifeinsuranceLivingTrustUmbrellaInsuranceLong-termCareBackdoorRothQCDsAnnuityPOADataGatheringSubmitaTicketSurvivorshipanalysisNUA

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