EntInvestmentServicesno charge- it isvalueaddedBoth WealthMgmt. &Invest.ServicesAgent$250,000JudyBlotzlargebalances1.2% oftotalassets1% oftotalassetsInvestmentTrustCompany$500,000401KPersonalRepPrivateBankingAttorney$25$500SuccessorTrusteeAccountsummaryin Symitarany boxthat isavailableAccountsummaryin symitarKnowledgeCenter-Products &Services -PBloans90daysEntInvestmentServicesno charge- it isvalueaddedBoth WealthMgmt. &Invest.ServicesAgent$250,000JudyBlotzlargebalances1.2% oftotalassets1% oftotalassetsInvestmentTrustCompany$500,000401KPersonalRepPrivateBankingAttorney$25$500SuccessorTrusteeAccountsummaryin Symitarany boxthat isavailableAccountsummaryin symitarKnowledgeCenter-Products &Services -PBloans90days

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