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