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