ClientPortalSurvivorshipanalysisFRAOptionsstrategiesActionItemsLifeinsuranceDataGatheringBackdoorRothWalletShare529s10b5-1 PlanConcentratedStockETICAnnuityNUASocialSecurityQSBSUmbrellaInsuranceLivingTrustPOASubmitaTicketWillsGRATDecisionCenterAlternativeInvestmentsLong-termCareISOsQCDsEstateTaxClientPortalSurvivorshipanalysisFRAOptionsstrategiesActionItemsLifeinsuranceDataGatheringBackdoorRothWalletShare529s10b5-1 PlanConcentratedStockETICAnnuityNUASocialSecurityQSBSUmbrellaInsuranceLivingTrustPOASubmitaTicketWillsGRATDecisionCenterAlternativeInvestmentsLong-termCareISOsQCDsEstateTax

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