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

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