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