Married/divoricedHave youconsideredupdating yourfinancial plan andwill?What has theother FI done tohelp you reachyour retirementgoals?Ive noticeda balancein your ___TellDid you knowthat we have a100%DepositguaranteeDid youknow weoffer RRSPloans?Did you knowwhen you make apurchase thereare additionalInsuranceif you use yourm/cDescribe yourtop prioritywhen it comesto your financialwell being?Dont get getrememberthe DINGfree AppHow are youplanning tosave for yourchildseducation?TFSA-Did youknow that youhave$31000.0incontributioroom to dateDO know howmuch you payin service feeseach month?When was thelast time yousat down withyour advisor?Where do yousee yourself in20 years?How can wehelp?DescribeyourretirementgoalsShare whatexcites youabout yourretirementDid you knowour GPC actsas a M/c anda debit card?Did youknow we diRetirementplanning?Do youhave RRSPcontributionroom left?DID YOUknow that youcan investyour TFSA inmutual funds?How do youfeel aboutsaving onyour taxes?Do youhave arainy dayfund?What rate areyou gettingon your raINYDAY FUND?ChoicerewardsAnything fromtravel tomerchandiseWE offerthe 20/20MortgageprogramMarried/divoricedHave youconsideredupdating yourfinancial plan andwill?What has theother FI done tohelp you reachyour retirementgoals?Ive noticeda balancein your ___TellDid you knowthat we have a100%DepositguaranteeDid youknow weoffer RRSPloans?Did you knowwhen you make apurchase thereare additionalInsuranceif you use yourm/cDescribe yourtop prioritywhen it comesto your financialwell being?Dont get getrememberthe DINGfree AppHow are youplanning tosave for yourchildseducation?TFSA-Did youknow that youhave$31000.0incontributioroom to dateDO know howmuch you payin service feeseach month?When was thelast time yousat down withyour advisor?Where do yousee yourself in20 years?How can wehelp?DescribeyourretirementgoalsShare whatexcites youabout yourretirementDid you knowour GPC actsas a M/c anda debit card?Did youknow we diRetirementplanning?Do youhave RRSPcontributionroom left?DID YOUknow that youcan investyour TFSA inmutual funds?How do youfeel aboutsaving onyour taxes?Do youhave arainy dayfund?What rate areyou gettingon your raINYDAY FUND?ChoicerewardsAnything fromtravel tomerchandiseWE 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. Married/divoriced Have you considered updating your financial plan and will?
  2. What has the other FI done to help you reach your retirement goals?
  3. Ive noticed a balance in your ___ Tell
  4. Did you know that we have a 100% Deposit guarantee
  5. Did you know we offer RRSP loans?
  6. Did you know when you make a purchase there are additional Insurance if you use your m/c
  7. Describe your top priority when it comes to your financial well being?
  8. Dont get get remember the DING free App
  9. How are you planning to save for your childs education?
  10. TFSA-Did you know that you have $31000.0in contributio room to date
  11. DO know how much you pay in service fees each month?
  12. When was the last time you sat down with your advisor?
  13. Where do you see yourself in 20 years? How can we help?
  14. Describe your retirement goals
  15. Share what excites you about your retirement
  16. Did you know our GPC acts as a M/c and a debit card?
  17. Did you know we di Retirement planning?
  18. Do you have RRSP contribution room left?
  19. DID YOU know that you can invest your TFSA in mutual funds?
  20. How do you feel about saving on your taxes?
  21. Do you have a rainy day fund?
  22. What rate are you getting on your raINY DAY FUND?
  23. Choice rewards Anything from travel to merchandise
  24. WE offer the 20/20 Mortgage program