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

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