Both WealthMgmt. &Invest.ServiceslargebalancesPersonalRepJudyBlotzAttorneyEntInvestmentServicesany boxthat isavailable1% oftotalassetsInvestmentTrustCompanyAccountsummaryin SymitarAccountsummaryin symitar401KPrivateBankingloansno charge- it isvalueadded$250,0001.2% oftotalassets$500$500,000SuccessorTrustee$25Agent90daysKnowledgeCenter-Products &Services -PBBoth WealthMgmt. &Invest.ServiceslargebalancesPersonalRepJudyBlotzAttorneyEntInvestmentServicesany boxthat isavailable1% oftotalassetsInvestmentTrustCompanyAccountsummaryin SymitarAccountsummaryin symitar401KPrivateBankingloansno charge- it isvalueadded$250,0001.2% oftotalassets$500$500,000SuccessorTrustee$25Agent90daysKnowledgeCenter-Products &Services -PB

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