Needs Assessments

Needs Assessments Bingo Card
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This bingo card has a free space and 24 words: Mortgage Referral, Home Equity LOC or Fixed, Home Insurance Referral, Car Insurance Referral, Business Insurance Referral, Wealth Management Referral, SBL Referral, CheckRight, Bus. Credit Card, Con. Credit Card, Corporate Card, Treasury Lite, E - Statements, Next Steps, Referral from Client, Where else do they bank?, Clover, Consumer Checking, Kids Account, Consumer Savings (CD/MM), Sallie Mae / Student Loan, Self - Employed / Business Owner, Safe Deposit Box and Business Account.

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With players vying for a you'll have to call about __ items before someone wins. There's a __% chance that a lucky player would win after calling __ items.

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