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