Accountsummaryin symitarAttorneylargebalances$500,000EntInvestmentServicesloansJudyBlotz90days1% oftotalassetsKnowledgeCenter-Products &Services -PBAgentno charge- it isvalueadded$250,000401K$251.2% oftotalassetsBoth WealthMgmt. &Invest.ServicesPrivateBankingPersonalRep$500any boxthat isavailableAccountsummaryin SymitarInvestmentTrustCompanySuccessorTrusteeAccountsummaryin symitarAttorneylargebalances$500,000EntInvestmentServicesloansJudyBlotz90days1% oftotalassetsKnowledgeCenter-Products &Services -PBAgentno charge- it isvalueadded$250,000401K$251.2% oftotalassetsBoth WealthMgmt. &Invest.ServicesPrivateBankingPersonalRep$500any boxthat isavailableAccountsummaryin SymitarInvestmentTrustCompanySuccessorTrustee

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