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