$500401KAccountsummaryin SymitarAttorneyno charge- it isvalueaddedAgentInvestmentTrustCompanyEntInvestmentServicesPrivateBanking1.2% oftotalassetsloansSuccessorTrustee1% oftotalassets90daysBoth WealthMgmt. &Invest.ServicesKnowledgeCenter-Products &Services -PB$250,000JudyBlotz$25Accountsummaryin symitar$500,000PersonalReplargebalancesany boxthat isavailable$500401KAccountsummaryin SymitarAttorneyno charge- it isvalueaddedAgentInvestmentTrustCompanyEntInvestmentServicesPrivateBanking1.2% oftotalassetsloansSuccessorTrustee1% oftotalassets90daysBoth WealthMgmt. &Invest.ServicesKnowledgeCenter-Products &Services -PB$250,000JudyBlotz$25Accountsummaryin symitar$500,000PersonalReplargebalancesany boxthat isavailable

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