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