KidsAccountNextStepsHomeInsuranceReferralBus.CreditCardE -StatementsSelf -Employed/ BusinessOwnerWealthManagementReferralBusinessAccountMortgageReferralConsumerSavings(CD/MM)HomeEquityLOC orFixedCorporateCardSallieMae /StudentLoanTreasuryLiteWhereelse dotheybank?SBLReferralBusinessInsuranceReferralCloverCheckRightReferralfromClientCon.CreditCardSafeDepositBoxConsumerCheckingCarInsuranceReferralKidsAccountNextStepsHomeInsuranceReferralBus.CreditCardE -StatementsSelf -Employed/ BusinessOwnerWealthManagementReferralBusinessAccountMortgageReferralConsumerSavings(CD/MM)HomeEquityLOC orFixedCorporateCardSallieMae /StudentLoanTreasuryLiteWhereelse dotheybank?SBLReferralBusinessInsuranceReferralCloverCheckRightReferralfromClientCon.CreditCardSafeDepositBoxConsumerCheckingCarInsuranceReferral

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.


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