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