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

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