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