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

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