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

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