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

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