401Kno charge- it isvalueaddedPrivateBanking1.2% oftotalassetsJudyBlotzEntInvestmentServices1% oftotalassets$250,000Attorney90days$500,000AgentAccountsummaryin symitar$500largebalancesKnowledgeCenter-Products &Services -PBInvestmentTrustCompanyPersonalRepany boxthat isavailableAccountsummaryin Symitar$25SuccessorTrusteeloansBoth WealthMgmt. &Invest.Services401Kno charge- it isvalueaddedPrivateBanking1.2% oftotalassetsJudyBlotzEntInvestmentServices1% oftotalassets$250,000Attorney90days$500,000AgentAccountsummaryin symitar$500largebalancesKnowledgeCenter-Products &Services -PBInvestmentTrustCompanyPersonalRepany boxthat isavailableAccountsummaryin Symitar$25SuccessorTrusteeloansBoth WealthMgmt. &Invest.Services

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.


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