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

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