Customerswitchingeverythingover to CBCustomerwith 10k+in assetsTalk w/newCust. aboutfinancialfutureCustomerwho justgraduatedcollegeCustomergettingmarriedCustomerwho isstrugglingfinanciallyCustomergettingdivoriceCustomergoingthroughlife changeCustomer'schildgettingmarriedCustomeropeningupCD/IRACustomerwith networth ofover 10kCusotmerlooking toretiresoonCustomerhas highbalance inckg or savCustomerlooking forCD ratesCustomerdepositinginvestmentcheckCustomerlooking tosave forfutureCustomercomplainingabout CDRatesCustomerwith largecheckCustomerrenewingCDMom orDadopening upminor savCustomerhavingbabyCustomerjust out ofcollegeCustomersaving fora houseCustomercashingout a CDCustomerswitchingeverythingover to CBCustomerwith 10k+in assetsTalk w/newCust. aboutfinancialfutureCustomerwho justgraduatedcollegeCustomergettingmarriedCustomerwho isstrugglingfinanciallyCustomergettingdivoriceCustomergoingthroughlife changeCustomer'schildgettingmarriedCustomeropeningupCD/IRACustomerwith networth ofover 10kCusotmerlooking toretiresoonCustomerhas highbalance inckg or savCustomerlooking forCD ratesCustomerdepositinginvestmentcheckCustomerlooking tosave forfutureCustomercomplainingabout CDRatesCustomerwith largecheckCustomerrenewingCDMom orDadopening upminor savCustomerhavingbabyCustomerjust out ofcollegeCustomersaving fora houseCustomercashingout a CD

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