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