CustomergettingmarriedCustomerwho isstrugglingfinanciallyCusotmerlooking toretiresoonTalk w/newCust. aboutfinancialfutureCustomerlooking forCD ratesCustomerwith largecheckCustomergoingthroughlife changeCustomerwith 10k+in assetsCustomerlooking tosave forfutureCustomerwho justgraduatedcollegeCustomerhas highbalance inckg or savCustomerhavingbabyCustomerrenewingCDCustomerwith networth ofover 10kCustomerdepositinginvestmentcheckMom orDadopening upminor savCustomerswitchingeverythingover to CBCustomergettingdivoriceCustomer'schildgettingmarriedCustomercashingout a CDCustomersaving fora houseCustomeropeningupCD/IRACustomerjust out ofcollegeCustomercomplainingabout CDRatesCustomergettingmarriedCustomerwho isstrugglingfinanciallyCusotmerlooking toretiresoonTalk w/newCust. aboutfinancialfutureCustomerlooking forCD ratesCustomerwith largecheckCustomergoingthroughlife changeCustomerwith 10k+in assetsCustomerlooking tosave forfutureCustomerwho justgraduatedcollegeCustomerhas highbalance inckg or savCustomerhavingbabyCustomerrenewingCDCustomerwith networth ofover 10kCustomerdepositinginvestmentcheckMom orDadopening upminor savCustomerswitchingeverythingover to CBCustomergettingdivoriceCustomer'schildgettingmarriedCustomercashingout a CDCustomersaving fora houseCustomeropeningupCD/IRACustomerjust out ofcollegeCustomercomplainingabout CDRates

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