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

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.


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