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

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