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