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

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