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

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