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

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