Long-termCareGRAT10b5-1 PlanOptionsstrategiesWalletShareActionItemsConcentratedStockAnnuityEstateTaxBackdoorRothPOAQSBSNUAISOsETIC529sSubmitaTicketLivingTrustWillsLifeinsuranceClientPortalDecisionCenterFRAAlternativeInvestmentsSurvivorshipanalysisDataGatheringSocialSecurityQCDsUmbrellaInsuranceLong-termCareGRAT10b5-1 PlanOptionsstrategiesWalletShareActionItemsConcentratedStockAnnuityEstateTaxBackdoorRothPOAQSBSNUAISOsETIC529sSubmitaTicketLivingTrustWillsLifeinsuranceClientPortalDecisionCenterFRAAlternativeInvestmentsSurvivorshipanalysisDataGatheringSocialSecurityQCDsUmbrellaInsurance

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