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

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