no charge- it isvalueaddedloans$500,000JudyBlotzInvestmentTrustCompanyany boxthat isavailablePrivateBankingSuccessorTrustee1% oftotalassetsAttorney$500Accountsummaryin symitarEntInvestmentServicesAccountsummaryin SymitarAgentPersonalRep$2590daysBoth WealthMgmt. &Invest.Services1.2% oftotalassets$250,000KnowledgeCenter-Products &Services -PB401Klargebalancesno charge- it isvalueaddedloans$500,000JudyBlotzInvestmentTrustCompanyany boxthat isavailablePrivateBankingSuccessorTrustee1% oftotalassetsAttorney$500Accountsummaryin symitarEntInvestmentServicesAccountsummaryin SymitarAgentPersonalRep$2590daysBoth WealthMgmt. &Invest.Services1.2% oftotalassets$250,000KnowledgeCenter-Products &Services -PB401Klargebalances

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