How issaving forretirementgoing?What areyour plansforretirement?What hasbeen yourinvestmentexperienceso far?What doyou want todo inretirement?What do youknow about theincome optionsavailable toyou?How does thathome purchasefit into yourretirementplan?Whichplanningfeatures haveyou used onour website?When areyou planningon retiring?How will youreplace yourincome inretirement?What areyour mostimportantfinancialconcerns?How importantis it to you toleave afinanciallegacy?What doesretirementlook like toyou?How did youpick theseinvestments?What changes toyour financialneeds may needto be made basedon your recent lifechanges?What isyourinvestmentstrategy?What promptedyour decision totake thiswithdrawal/loan?How isretirementgoing?Tell MeMore...How do youmake importantinvestment &financialdecisions?What othersources ofincome willyou bedrawing from?When was thelast time youworked with afinancialadvisor?How doesthis accountfit into yourfinancialpicture?How are youallocated inyour otherretirementaccounts?How doesthat fit intoyourretirementplan?How issaving forretirementgoing?What areyour plansforretirement?What hasbeen yourinvestmentexperienceso far?What doyou want todo inretirement?What do youknow about theincome optionsavailable toyou?How does thathome purchasefit into yourretirementplan?Whichplanningfeatures haveyou used onour website?When areyou planningon retiring?How will youreplace yourincome inretirement?What areyour mostimportantfinancialconcerns?How importantis it to you toleave afinanciallegacy?What doesretirementlook like toyou?How did youpick theseinvestments?What changes toyour financialneeds may needto be made basedon your recent lifechanges?What isyourinvestmentstrategy?What promptedyour decision totake thiswithdrawal/loan?How isretirementgoing?Tell MeMore...How do youmake importantinvestment &financialdecisions?What othersources ofincome willyou bedrawing from?When was thelast time youworked with afinancialadvisor?How doesthis accountfit into yourfinancialpicture?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. How is saving for retirement going?
  2. What are your plans for retirement?
  3. What has been your investment experience so far?
  4. What do you want to do in retirement?
  5. What do you know about the income options available to you?
  6. How does that home purchase fit into your retirement plan?
  7. Which planning features have you used on our website?
  8. When are you planning on retiring?
  9. How will you replace your income in retirement?
  10. What are your most important financial concerns?
  11. How important is it to you to leave a financial legacy?
  12. What does retirement look like to you?
  13. How did you pick these investments?
  14. What changes to your financial needs may need to be made based on your recent life changes?
  15. What is your investment strategy?
  16. What prompted your decision to take this withdrawal/loan?
  17. How is retirement going?
  18. Tell Me More...
  19. How do you make important investment & financial decisions?
  20. What other sources of income will you be drawing from?
  21. When was the last time you worked with a financial advisor?
  22. How does this account fit into your financial picture?
  23. How are you allocated in your other retirement accounts?
  24. How does that fit into your retirement plan?