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

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