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

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