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

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