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

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