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

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