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

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