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

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