JudyBlotzAccountsummaryin symitarAttorney$500$500,000PersonalRepEntInvestmentServices$25largebalancesPrivateBankingSuccessorTrusteeInvestmentTrustCompany1% oftotalassetsAgentloans90daysAccountsummaryin Symitarany boxthat isavailableno charge- it isvalueadded401KKnowledgeCenter-Products &Services -PB$250,000Both WealthMgmt. &Invest.Services1.2% oftotalassetsJudyBlotzAccountsummaryin symitarAttorney$500$500,000PersonalRepEntInvestmentServices$25largebalancesPrivateBankingSuccessorTrusteeInvestmentTrustCompany1% oftotalassetsAgentloans90daysAccountsummaryin Symitarany boxthat isavailableno charge- it isvalueadded401KKnowledgeCenter-Products &Services -PB$250,000Both WealthMgmt. &Invest.Services1.2% 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. Judy Blotz
  2. Account summary in symitar
  3. Attorney
  4. $500
  5. $500,000
  6. Personal Rep
  7. Ent Investment Services
  8. $25
  9. large balances
  10. Private Banking
  11. Successor Trustee
  12. Investment Trust Company
  13. 1% of total assets
  14. Agent
  15. loans
  16. 90 days
  17. Account summary in Symitar
  18. any box that is available
  19. no charge - it is value added
  20. 401K
  21. Knowledge Center- Products & Services - PB
  22. $250,000
  23. Both Wealth Mgmt. & Invest. Services
  24. 1.2% of total assets