Needs Assessments - 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.

1. Con. Credit Card
2. Consumer Savings (CD/MM)
3. Bus. Credit Card
4. Next Steps
5. Clover
6. Safe Deposit Box
7. Home Insurance Referral
8. Self - Employed / Business Owner
9. Treasury Lite
10. Consumer Checking
11. Wealth Management Referral
12. Business Insurance Referral
13. Referral from Client
14. Kids Account
15. E - Statements
16. Home Equity LOC or Fixed
17. Business Account
18. Corporate Card
19. Car Insurance Referral
20. CheckRight
21. Mortgage Referral
22. Where else do they bank?
23. Sallie Mae / Student Loan
24. SBL Referral