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

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