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

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