CustomerhavingbabyCustomerwho justgraduatedcollegeCustomer'schildgettingmarriedCustomeropeningupCD/IRACustomercashingout a CDCusotmerlooking toretiresoonCustomerlooking forCD ratesCustomergettingmarriedCustomergettingdivoriceCustomerhas highbalance inckg or savMom orDadopening upminor savCustomerdepositinginvestmentcheckCustomerjust out ofcollegeCustomerwith networth ofover 10kCustomerswitchingeverythingover to CBCustomerlooking tosave forfutureCustomergoingthroughlife changeCustomersaving fora houseCustomerwho isstrugglingfinanciallyCustomerrenewingCDCustomerwith 10k+in assetsCustomercomplainingabout CDRatesTalk w/newCust. aboutfinancialfutureCustomerwith largecheckCustomerhavingbabyCustomerwho justgraduatedcollegeCustomer'schildgettingmarriedCustomeropeningupCD/IRACustomercashingout a CDCusotmerlooking toretiresoonCustomerlooking forCD ratesCustomergettingmarriedCustomergettingdivoriceCustomerhas highbalance inckg or savMom orDadopening upminor savCustomerdepositinginvestmentcheckCustomerjust out ofcollegeCustomerwith networth ofover 10kCustomerswitchingeverythingover to CBCustomerlooking tosave forfutureCustomergoingthroughlife changeCustomersaving fora houseCustomerwho isstrugglingfinanciallyCustomerrenewingCDCustomerwith 10k+in assetsCustomercomplainingabout CDRatesTalk w/newCust. aboutfinancialfutureCustomerwith largecheck

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