KnowledgeCenter -Products &Services PBJudyBlotzgood daytimephonenumberwork withjust onepersonattorneyResonalRepAccountSummaryin SymitarBOTHWealth Mgmt& Invest.Services1.2% oftotalassetsPrivateBankingEntInvestmentServiceslargebalancesSuccessorTrustee$250,000any boxthat isavailableAgent$500,000no charge- it isvalueaddedInvestmentTrustCompanyloans1% oftotalassets$25401K$500KnowledgeCenter -Products &Services PBJudyBlotzgood daytimephonenumberwork withjust onepersonattorneyResonalRepAccountSummaryin SymitarBOTHWealth Mgmt& Invest.Services1.2% oftotalassetsPrivateBankingEntInvestmentServiceslargebalancesSuccessorTrustee$250,000any boxthat isavailableAgent$500,000no charge- it isvalueaddedInvestmentTrustCompanyloans1% oftotalassets$25401K$500

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. Knowledge Center - Products & Services PB
  2. Judy Blotz
  3. good day time phone number
  4. work with just one person
  5. attorney
  6. Resonal Rep
  7. Account Summary in Symitar
  8. BOTH Wealth Mgmt & Invest. Services
  9. 1.2% of total assets
  10. Private Banking
  11. Ent Investment Services
  12. large balances
  13. Successor Trustee
  14. $250,000
  15. any box that is available
  16. Agent
  17. $500,000
  18. no charge - it is value added
  19. Investment Trust Company
  20. loans
  21. 1% of total assets
  22. $25
  23. 401K
  24. $500