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

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