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