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