What is thatyou wantfrom yourmoney infuture?How are yousettingyourself upfor futureneeds?What is anexcitinggoal for thenear future?What isstopping youfrom makingthis financialdecision?Tell me howyou haveyou'veprotected yourfamily if youaren't here.What type ofstressors cometo mind whenyou think ofyour financialgoals?Why haveyou chosennow to makeyourpurchase?What areyour long-term goalsfor yourfinances?What isyour nextfinancialgoal?If you hadunlimitedfunds, what isthe 1st thingyou would do?What are youplans for youraccounts if theunthinkablehappens?Where you doyou seeyourself in(insert number)years?Tell meabout yourplans forretirement.What areyour shortterms goalsfor yourfinances?What isyour #1Wishlistpurchase?What keepsyou up atnight when itcomes toyour money?Whatsolutionshave youbeen offeredin the past?What is yourlargestexpense orfinancialburden?Tell meabout yourinsuranceneeds.What majorpurchasesdo you havecoming up?Tell me abouthow you aresaving for bigexpendituresin the future.Tell meabout yourplans for thesummer.What isimportant toyou for yourbankingneeds?What are themost importantthings that youare saving for?What is thatyou wantfrom yourmoney infuture?How are yousettingyourself upfor futureneeds?What is anexcitinggoal for thenear future?What isstopping youfrom makingthis financialdecision?Tell me howyou haveyou'veprotected yourfamily if youaren't here.What type ofstressors cometo mind whenyou think ofyour financialgoals?Why haveyou chosennow to makeyourpurchase?What areyour long-term goalsfor yourfinances?What isyour nextfinancialgoal?If you hadunlimitedfunds, what isthe 1st thingyou would do?What are youplans for youraccounts if theunthinkablehappens?Where you doyou seeyourself in(insert number)years?Tell meabout yourplans forretirement.What areyour shortterms goalsfor yourfinances?What isyour #1Wishlistpurchase?What keepsyou up atnight when itcomes toyour money?Whatsolutionshave youbeen offeredin the past?What is yourlargestexpense orfinancialburden?Tell meabout yourinsuranceneeds.What majorpurchasesdo you havecoming up?Tell me abouthow you aresaving for bigexpendituresin the future.Tell meabout yourplans for thesummer.What isimportant toyou for yourbankingneeds?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. What is that you want from your money in future?
  2. How are you setting yourself up for future needs?
  3. What is an exciting goal for the near future?
  4. What is stopping you from making this financial decision?
  5. Tell me how you have you've protected your family if you aren't here.
  6. What type of stressors come to mind when you think of your financial goals?
  7. Why have you chosen now to make your purchase?
  8. What are your long-term goals for your finances?
  9. What is your next financial goal?
  10. If you had unlimited funds, what is the 1st thing you would do?
  11. What are you plans for your accounts if the unthinkable happens?
  12. Where you do you see yourself in (insert number) years?
  13. Tell me about your plans for retirement.
  14. What are your short terms goals for your finances?
  15. What is your #1 Wishlist purchase?
  16. What keeps you up at night when it comes to your money?
  17. What solutions have you been offered in the past?
  18. What is your largest expense or financial burden?
  19. Tell me about your insurance needs.
  20. What major purchases do you have coming up?
  21. Tell me about how you are saving for big expenditures in the future.
  22. Tell me about your plans for the summer.
  23. What is important to you for your banking needs?
  24. What are the most important things that you are saving for?