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

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