$250,000Accountsummaryin symitarAttorney1% oftotalassets401Kany boxthat isavailableAccountsummaryin Symitar1.2% oftotalassetsno charge- it isvalueaddedEntInvestmentServicesPrivateBankinglargebalancesBoth WealthMgmt. &Invest.ServicesInvestmentTrustCompanyPersonalRep$50090daysJudyBlotzKnowledgeCenter-Products &Services -PBSuccessorTrusteeloans$500,000$25Agent$250,000Accountsummaryin symitarAttorney1% oftotalassets401Kany boxthat isavailableAccountsummaryin Symitar1.2% oftotalassetsno charge- it isvalueaddedEntInvestmentServicesPrivateBankinglargebalancesBoth WealthMgmt. &Invest.ServicesInvestmentTrustCompanyPersonalRep$50090daysJudyBlotzKnowledgeCenter-Products &Services -PBSuccessorTrusteeloans$500,000$25Agent

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