$500,000no charge- it isvalueaddedany boxthat isavailableAccountsummaryin symitarAgent1% oftotalassetsSuccessorTrustee$250,000loans401KPersonalRepBoth WealthMgmt. &Invest.Services$25Accountsummaryin Symitar1.2% oftotalassetsEntInvestmentServicesPrivateBankingAttorneyInvestmentTrustCompany90daysJudyBlotzlargebalancesKnowledgeCenter-Products &Services -PB$500$500,000no charge- it isvalueaddedany boxthat isavailableAccountsummaryin symitarAgent1% oftotalassetsSuccessorTrustee$250,000loans401KPersonalRepBoth WealthMgmt. &Invest.Services$25Accountsummaryin Symitar1.2% oftotalassetsEntInvestmentServicesPrivateBankingAttorneyInvestmentTrustCompany90daysJudyBlotzlargebalancesKnowledgeCenter-Products &Services -PB$500

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