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

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