SuccessorTrusteelargebalances401KAgentAccountsummaryin symitarInvestmentTrustCompany$250,000EntInvestmentServicesPersonalRepBoth WealthMgmt. &Invest.Services$500,000Attorney1% oftotalassetsKnowledgeCenter-Products &Services -PBany boxthat isavailableJudyBlotz$25no charge- it isvalueadded$50090daysPrivateBanking1.2% oftotalassetsloansAccountsummaryin SymitarSuccessorTrusteelargebalances401KAgentAccountsummaryin symitarInvestmentTrustCompany$250,000EntInvestmentServicesPersonalRepBoth WealthMgmt. &Invest.Services$500,000Attorney1% oftotalassetsKnowledgeCenter-Products &Services -PBany boxthat isavailableJudyBlotz$25no charge- it isvalueadded$50090daysPrivateBanking1.2% oftotalassetsloansAccountsummaryin 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. Successor Trustee
  2. large balances
  3. 401K
  4. Agent
  5. Account summary in symitar
  6. Investment Trust Company
  7. $250,000
  8. Ent Investment Services
  9. Personal Rep
  10. Both Wealth Mgmt. & Invest. Services
  11. $500,000
  12. Attorney
  13. 1% of total assets
  14. Knowledge Center- Products & Services - PB
  15. any box that is available
  16. Judy Blotz
  17. $25
  18. no charge - it is value added
  19. $500
  20. 90 days
  21. Private Banking
  22. 1.2% of total assets
  23. loans
  24. Account summary in Symitar