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

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