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

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