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

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