$25any boxthat isavailableAttorneyloansInvestmentTrustCompany1% oftotalassetsBoth WealthMgmt. &Invest.ServicesKnowledgeCenter-Products &Services -PB90daysAgent1.2% oftotalassetslargebalances$500,000SuccessorTrusteeEntInvestmentServicesPrivateBanking$500no charge- it isvalueadded$250,000Accountsummaryin SymitarPersonalRepAccountsummaryin symitarJudyBlotz401K$25any boxthat isavailableAttorneyloansInvestmentTrustCompany1% oftotalassetsBoth WealthMgmt. &Invest.ServicesKnowledgeCenter-Products &Services -PB90daysAgent1.2% oftotalassetslargebalances$500,000SuccessorTrusteeEntInvestmentServicesPrivateBanking$500no charge- it isvalueadded$250,000Accountsummaryin SymitarPersonalRepAccountsummaryin symitarJudyBlotz401K

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