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