Customersaving fora houseMom orDadopening upminor savCustomerrenewingCDTalk w/newCust. aboutfinancialfutureCustomerjust out ofcollegeCustomerwith 10k+in assetsCustomerhas highbalance inckg or savCustomer'schildgettingmarriedCustomerwho isstrugglingfinanciallyCustomergoingthroughlife changeCustomercashingout a CDCustomeropeningupCD/IRACustomerwith largecheckCustomerwho justgraduatedcollegeCustomergettingmarriedCustomergettingdivoriceCusotmerlooking toretiresoonCustomercomplainingabout CDRatesCustomerdepositinginvestmentcheckCustomerlooking forCD ratesCustomerswitchingeverythingover to CBCustomerwith networth ofover 10kCustomerhavingbabyCustomerlooking tosave forfutureCustomersaving fora houseMom orDadopening upminor savCustomerrenewingCDTalk w/newCust. aboutfinancialfutureCustomerjust out ofcollegeCustomerwith 10k+in assetsCustomerhas highbalance inckg or savCustomer'schildgettingmarriedCustomerwho isstrugglingfinanciallyCustomergoingthroughlife changeCustomercashingout a CDCustomeropeningupCD/IRACustomerwith largecheckCustomerwho justgraduatedcollegeCustomergettingmarriedCustomergettingdivoriceCusotmerlooking toretiresoonCustomercomplainingabout CDRatesCustomerdepositinginvestmentcheckCustomerlooking forCD ratesCustomerswitchingeverythingover to CBCustomerwith networth ofover 10kCustomerhavingbabyCustomerlooking tosave forfuture

How to target a CFA referral - 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.


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  1. Customer saving for a house
  2. Mom or Dad opening up minor sav
  3. Customer renewing CD
  4. Talk w/new Cust. about financial future
  5. Customer just out of college
  6. Customer with 10k+ in assets
  7. Customer has high balance in ckg or sav
  8. Customer's child getting married
  9. Customer who is struggling financially
  10. Customer going through life change
  11. Customer cashing out a CD
  12. Customer opening up CD/IRA
  13. Customer with large check
  14. Customer who just graduated college
  15. Customer getting married
  16. Customer getting divorice
  17. Cusotmer looking to retire soon
  18. Customer complaining about CD Rates
  19. Customer depositing investment check
  20. Customer looking for CD rates
  21. Customer switching everything over to CB
  22. Customer with net worth of over 10k
  23. Customer having baby
  24. Customer looking to save for future