Tell meabout yourplans for thesummer.What are youplans for youraccounts if theunthinkablehappens?What keepsyou up atnight when itcomes toyour money?If you hadunlimitedfunds, what isthe 1st thingyou would do?What areyour long-term goalsfor yourfinances?Tell meabout yourplans forretirement.Tell me abouthow you aresaving for bigexpendituresin the future.Where you doyou seeyourself in(insert number)years?What isyour nextfinancialgoal?Tell meabout yourinsuranceneeds.What isstopping youfrom makingthis financialdecision?What is thatyou wantfrom yourmoney infuture?Whatsolutionshave youbeen offeredin the past?Why haveyou chosennow to makeyourpurchase?Tell me howyou haveyou'veprotected yourfamily if youaren't here.What type ofstressors cometo mind whenyou think ofyour financialgoals?What isimportant toyou for yourbankingneeds?What is anexcitinggoal for thenear future?What areyour shortterms goalsfor yourfinances?What are themost importantthings that youare saving for?What isyour #1Wishlistpurchase?What majorpurchasesdo you havecoming up?How are yousettingyourself upfor futureneeds?What is yourlargestexpense orfinancialburden?Tell meabout yourplans for thesummer.What are youplans for youraccounts if theunthinkablehappens?What keepsyou up atnight when itcomes toyour money?If you hadunlimitedfunds, what isthe 1st thingyou would do?What areyour long-term goalsfor yourfinances?Tell meabout yourplans forretirement.Tell me abouthow you aresaving for bigexpendituresin the future.Where you doyou seeyourself in(insert number)years?What isyour nextfinancialgoal?Tell meabout yourinsuranceneeds.What isstopping youfrom makingthis financialdecision?What is thatyou wantfrom yourmoney infuture?Whatsolutionshave youbeen offeredin the past?Why haveyou chosennow to makeyourpurchase?Tell me howyou haveyou'veprotected yourfamily if youaren't here.What type ofstressors cometo mind whenyou think ofyour financialgoals?What isimportant toyou for yourbankingneeds?What is anexcitinggoal for thenear future?What areyour shortterms goalsfor yourfinances?What are themost importantthings that youare saving for?What isyour #1Wishlistpurchase?What majorpurchasesdo you havecoming up?How are yousettingyourself upfor futureneeds?What is yourlargestexpense orfinancialburden?

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. Tell me about your plans for the summer.
  2. What are you plans for your accounts if the unthinkable happens?
  3. What keeps you up at night when it comes to your money?
  4. If you had unlimited funds, what is the 1st thing you would do?
  5. What are your long-term goals for your finances?
  6. Tell me about your plans for retirement.
  7. Tell me about how you are saving for big expenditures in the future.
  8. Where you do you see yourself in (insert number) years?
  9. What is your next financial goal?
  10. Tell me about your insurance needs.
  11. What is stopping you from making this financial decision?
  12. What is that you want from your money in future?
  13. What solutions have you been offered in the past?
  14. Why have you chosen now to make your purchase?
  15. Tell me how you have you've protected your family if you aren't here.
  16. What type of stressors come to mind when you think of your financial goals?
  17. What is important to you for your banking needs?
  18. What is an exciting goal for the near future?
  19. What are your short terms goals for your finances?
  20. What are the most important things that you are saving for?
  21. What is your #1 Wishlist purchase?
  22. What major purchases do you have coming up?
  23. How are you setting yourself up for future needs?
  24. What is your largest expense or financial burden?