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