Customerswitchingeverythingover to CBCustomerwith largecheckCustomerdepositinginvestmentcheckCustomeropeningupCD/IRACustomergoingthroughlife changeCustomergettingdivoriceCustomerwith 10k+in assetsCustomercomplainingabout CDRatesCustomercashingout a CDCustomerhas highbalance inckg or savCustomerwho justgraduatedcollegeCustomerhavingbabyCusotmerlooking toretiresoonCustomergettingmarriedMom orDadopening upminor savCustomersaving fora houseCustomerrenewingCDCustomerlooking tosave forfutureCustomer'schildgettingmarriedCustomerwho isstrugglingfinanciallyCustomerwith networth ofover 10kTalk w/newCust. aboutfinancialfutureCustomerjust out ofcollegeCustomerlooking forCD ratesCustomerswitchingeverythingover to CBCustomerwith largecheckCustomerdepositinginvestmentcheckCustomeropeningupCD/IRACustomergoingthroughlife changeCustomergettingdivoriceCustomerwith 10k+in assetsCustomercomplainingabout CDRatesCustomercashingout a CDCustomerhas highbalance inckg or savCustomerwho justgraduatedcollegeCustomerhavingbabyCusotmerlooking toretiresoonCustomergettingmarriedMom orDadopening upminor savCustomersaving fora houseCustomerrenewingCDCustomerlooking tosave forfutureCustomer'schildgettingmarriedCustomerwho isstrugglingfinanciallyCustomerwith networth ofover 10kTalk w/newCust. aboutfinancialfutureCustomerjust out ofcollegeCustomerlooking forCD rates

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