Attorney$250,000$25no charge- it isvalueaddedEntInvestmentServicesJudyBlotzloans$500Accountsummaryin SymitarBoth WealthMgmt. &Invest.ServicesSuccessorTrusteeany boxthat isavailableAgentPrivateBankingAccountsummaryin symitar401K1% oftotalassets1.2% oftotalassetsPersonalRepInvestmentTrustCompanylargebalancesKnowledgeCenter-Products &Services -PB$500,00090daysAttorney$250,000$25no charge- it isvalueaddedEntInvestmentServicesJudyBlotzloans$500Accountsummaryin SymitarBoth WealthMgmt. &Invest.ServicesSuccessorTrusteeany boxthat isavailableAgentPrivateBankingAccountsummaryin symitar401K1% oftotalassets1.2% oftotalassetsPersonalRepInvestmentTrustCompanylargebalancesKnowledgeCenter-Products &Services -PB$500,00090days

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