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

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