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

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