Describe yourtop prioritywhen it comesto your financialwell being?When was thelast time yousat down withyour advisor?How do youfeel aboutsaving onyour taxes?DO know howmuch you payin service feeseach month?Where do yousee yourself in20 years?How can wehelp?ChoicerewardsAnything fromtravel tomerchandiseDont get getrememberthe DINGfree AppIve noticeda balancein your ___TellHow are youplanning tosave for yourchildseducation?DID YOUknow that youcan investyour TFSA inmutual funds?Did youknow weoffer RRSPloans?Do youhave RRSPcontributionroom left?What has theother FI done tohelp you reachyour retirementgoals?Did you knowwhen you make apurchase thereare additionalInsuranceif you use yourm/cDid you knowour GPC actsas a M/c anda debit card?WE offerthe 20/20MortgageprogramDid you knowthat we have a100%DepositguaranteeDid youknow we diRetirementplanning?Married/divoricedHave youconsideredupdating yourfinancial plan andwill?Do youhave arainy dayfund?What rate areyou gettingon your raINYDAY FUND?TFSA-Did youknow that youhave$31000.0incontributioroom to dateShare whatexcites youabout yourretirementDescribeyourretirementgoalsDescribe yourtop prioritywhen it comesto your financialwell being?When was thelast time yousat down withyour advisor?How do youfeel aboutsaving onyour taxes?DO know howmuch you payin service feeseach month?Where do yousee yourself in20 years?How can wehelp?ChoicerewardsAnything fromtravel tomerchandiseDont get getrememberthe DINGfree AppIve noticeda balancein your ___TellHow are youplanning tosave for yourchildseducation?DID YOUknow that youcan investyour TFSA inmutual funds?Did youknow weoffer RRSPloans?Do youhave RRSPcontributionroom left?What has theother FI done tohelp you reachyour retirementgoals?Did you knowwhen you make apurchase thereare additionalInsuranceif you use yourm/cDid you knowour GPC actsas a M/c anda debit card?WE offerthe 20/20MortgageprogramDid you knowthat we have a100%DepositguaranteeDid youknow we diRetirementplanning?Married/divoricedHave youconsideredupdating yourfinancial plan andwill?Do youhave arainy dayfund?What rate areyou gettingon your raINYDAY FUND?TFSA-Did youknow that youhave$31000.0incontributioroom to dateShare whatexcites youabout yourretirementDescribeyourretirementgoals

Uncovering the needs - 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Describe your top priority when it comes to your financial well being?
  2. When was the last time you sat down with your advisor?
  3. How do you feel about saving on your taxes?
  4. DO know how much you pay in service fees each month?
  5. Where do you see yourself in 20 years? How can we help?
  6. Choice rewards Anything from travel to merchandise
  7. Dont get get remember the DING free App
  8. Ive noticed a balance in your ___ Tell
  9. How are you planning to save for your childs education?
  10. DID YOU know that you can invest your TFSA in mutual funds?
  11. Did you know we offer RRSP loans?
  12. Do you have RRSP contribution room left?
  13. What has the other FI done to help you reach your retirement goals?
  14. Did you know when you make a purchase there are additional Insurance if you use your m/c
  15. Did you know our GPC acts as a M/c and a debit card?
  16. WE offer the 20/20 Mortgage program
  17. Did you know that we have a 100% Deposit guarantee
  18. Did you know we di Retirement planning?
  19. Married/divoriced Have you considered updating your financial plan and will?
  20. Do you have a rainy day fund?
  21. What rate are you getting on your raINY DAY FUND?
  22. TFSA-Did you know that you have $31000.0in contributio room to date
  23. Share what excites you about your retirement
  24. Describe your retirement goals