1% oftotalassets401Kloans90daysPrivateBanking$25Both WealthMgmt. &Invest.ServicesPersonalRep1.2% oftotalassetsany boxthat isavailable$500,000largebalancesno charge- it isvalueaddedAttorney$500Accountsummaryin symitar$250,000InvestmentTrustCompanyAgentEntInvestmentServicesKnowledgeCenter-Products &Services -PBSuccessorTrusteeJudyBlotzAccountsummaryin Symitar1% oftotalassets401Kloans90daysPrivateBanking$25Both WealthMgmt. &Invest.ServicesPersonalRep1.2% oftotalassetsany boxthat isavailable$500,000largebalancesno charge- it isvalueaddedAttorney$500Accountsummaryin symitar$250,000InvestmentTrustCompanyAgentEntInvestmentServicesKnowledgeCenter-Products &Services -PBSuccessorTrusteeJudyBlotzAccountsummaryin Symitar

Wealth Management Bingo - 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. 1% of total assets
  2. 401K
  3. loans
  4. 90 days
  5. Private Banking
  6. $25
  7. Both Wealth Mgmt. & Invest. Services
  8. Personal Rep
  9. 1.2% of total assets
  10. any box that is available
  11. $500,000
  12. large balances
  13. no charge - it is value added
  14. Attorney
  15. $500
  16. Account summary in symitar
  17. $250,000
  18. Investment Trust Company
  19. Agent
  20. Ent Investment Services
  21. Knowledge Center- Products & Services - PB
  22. Successor Trustee
  23. Judy Blotz
  24. Account summary in Symitar