(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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Which planning features have you used on our website?
How does that fit into your retirement plan?
How are you allocated in your other retirement accounts?
Tell Me More...
What do you know about the income options available to you?
How is retirement going?
How important is it to you to leave a financial legacy?
What do you want to do in retirement?
How does this account fit into your financial picture?
How will you replace your income in retirement?
What prompted your decision to take this withdrawal/loan?
How do you make important investment & financial decisions?
What does retirement look like to you?
How does that home purchase fit into your retirement plan?
What other sources of income will you be drawing from?
What changes to your financial needs may need to be made based on your recent life changes?
What are your plans for retirement?
What are your most important financial concerns?
When are you planning on retiring?
How did you pick these investments?
When was the last time you worked with a financial advisor?
