EntInvestmentServicesloans401Kany boxthat isavailableAgent$500,000PersonalRep$500InvestmentTrustCompanyJudyBlotz90dayslargebalances1% oftotalassetsno charge- it isvalueaddedSuccessorTrusteeKnowledgeCenter-Products &Services -PB$25Accountsummaryin SymitarAttorney$250,000Accountsummaryin symitarBoth WealthMgmt. &Invest.ServicesPrivateBanking1.2% oftotalassetsEntInvestmentServicesloans401Kany boxthat isavailableAgent$500,000PersonalRep$500InvestmentTrustCompanyJudyBlotz90dayslargebalances1% oftotalassetsno charge- it isvalueaddedSuccessorTrusteeKnowledgeCenter-Products &Services -PB$25Accountsummaryin SymitarAttorney$250,000Accountsummaryin symitarBoth WealthMgmt. &Invest.ServicesPrivateBanking1.2% oftotalassets

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