Customer'schildgettingmarriedCustomerhavingbabyCustomerrenewingCDCustomerwith largecheckCustomergettingmarriedMom orDadopening upminor savCustomercomplainingabout CDRatesCustomerswitchingeverythingover to CBCusotmerlooking toretiresoonCustomerdepositinginvestmentcheckCustomerwith networth ofover 10kTalk w/newCust. aboutfinancialfutureCustomercashingout a CDCustomerlooking tosave forfutureCustomerwho justgraduatedcollegeCustomerlooking forCD ratesCustomerhas highbalance inckg or savCustomerwith 10k+in assetsCustomergettingdivoriceCustomersaving fora houseCustomeropeningupCD/IRACustomerjust out ofcollegeCustomergoingthroughlife changeCustomerwho isstrugglingfinanciallyCustomer'schildgettingmarriedCustomerhavingbabyCustomerrenewingCDCustomerwith largecheckCustomergettingmarriedMom orDadopening upminor savCustomercomplainingabout CDRatesCustomerswitchingeverythingover to CBCusotmerlooking toretiresoonCustomerdepositinginvestmentcheckCustomerwith networth ofover 10kTalk w/newCust. aboutfinancialfutureCustomercashingout a CDCustomerlooking tosave forfutureCustomerwho justgraduatedcollegeCustomerlooking forCD ratesCustomerhas highbalance inckg or savCustomerwith 10k+in assetsCustomergettingdivoriceCustomersaving fora houseCustomeropeningupCD/IRACustomerjust out ofcollegeCustomergoingthroughlife changeCustomerwho isstrugglingfinancially

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