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

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