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