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