Uncovering the needs

Uncovering the needs Bingo Card
Preview

This bingo card has a free space and 24 words: How are you planning to save for your childs education?, Did you know we di Retirement planning?, Ive noticed a balance in your ___ Tell, TFSA-Did you know that you have $31000.0in contributio room to date, DO know how much you pay in service fees each month?, Describe your retirement goals, Do you have RRSP contribution room left?, How do you feel about saving on your taxes?, Do you have a rainy day fund?, What rate are you getting on your raINY DAY FUND?, Did you know that we have a 100% Deposit guarantee, When was the last time you sat down with your advisor?, Describe your top priority when it comes to your financial well being?, Share what excites you about your retirement, DID YOU know that you can invest your TFSA in mutual funds?, Married/divoriced Have you considered updating your financial plan and will?, WE offer the 20/20 Mortgage program, What has the other FI done to help you reach your retirement goals?, Did you know we offer RRSP loans?, Where do you see yourself in 20 years? How can we help?, Did you know our GPC acts as a M/c and a debit card?, Choice rewards Anything from travel to merchandise, Did you know when you make a purchase there are additional Insurance if you use your m/c and Dont get get remember the DING free App.

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