When areyou planningon retiring?How isretirementgoing?How will youreplace yourincome inretirement?How issaving forretirementgoing?What changes toyour financialneeds may needto be made basedon your recent lifechanges?How doesthat fit intoyourretirementplan?When was thelast time youworked with afinancialadvisor?How do youmake importantinvestment &financialdecisions?What doyou want todo inretirement?Whichplanningfeatures haveyou used onour website?How are youallocated inyour otherretirementaccounts?What hasbeen yourinvestmentexperienceso far?What promptedyour decision totake thiswithdrawal/loan?How importantis it to you toleave afinanciallegacy?What isyourinvestmentstrategy?What areyour plansforretirement?How doesthis accountfit into yourfinancialpicture?What areyour mostimportantfinancialconcerns?What do youknow about theincome optionsavailable toyou?How did youpick theseinvestments?Tell MeMore...What othersources ofincome willyou bedrawing from?How does thathome purchasefit into yourretirementplan?What doesretirementlook like toyou?When areyou planningon retiring?How isretirementgoing?How will youreplace yourincome inretirement?How issaving forretirementgoing?What changes toyour financialneeds may needto be made basedon your recent lifechanges?How doesthat fit intoyourretirementplan?When was thelast time youworked with afinancialadvisor?How do youmake importantinvestment &financialdecisions?What doyou want todo inretirement?Whichplanningfeatures haveyou used onour website?How are youallocated inyour otherretirementaccounts?What hasbeen yourinvestmentexperienceso far?What promptedyour decision totake thiswithdrawal/loan?How importantis it to you toleave afinanciallegacy?What isyourinvestmentstrategy?What areyour plansforretirement?How doesthis accountfit into yourfinancialpicture?What areyour mostimportantfinancialconcerns?What do youknow about theincome optionsavailable toyou?How did youpick theseinvestments?Tell MeMore...What othersources ofincome willyou bedrawing from?How does thathome purchasefit into yourretirementplan?What doesretirementlook like toyou?

Open Ended Questions - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. 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.


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  1. When are you planning on retiring?
  2. How is retirement going?
  3. How will you replace your income in retirement?
  4. How is saving for retirement going?
  5. What changes to your financial needs may need to be made based on your recent life changes?
  6. How does that fit into your retirement plan?
  7. When was the last time you worked with a financial advisor?
  8. How do you make important investment & financial decisions?
  9. What do you want to do in retirement?
  10. Which planning features have you used on our website?
  11. How are you allocated in your other retirement accounts?
  12. What has been your investment experience so far?
  13. What prompted your decision to take this withdrawal/loan?
  14. How important is it to you to leave a financial legacy?
  15. What is your investment strategy?
  16. What are your plans for retirement?
  17. How does this account fit into your financial picture?
  18. What are your most important financial concerns?
  19. What do you know about the income options available to you?
  20. How did you pick these investments?
  21. Tell Me More...
  22. What other sources of income will you be drawing from?
  23. How does that home purchase fit into your retirement plan?
  24. What does retirement look like to you?