SuccessorTrustee$251% oftotalassetsno charge- it isvalueaddedAccountSummaryin Symitarwork withjust onepersonAgentattorneyKnowledgeCenter -Products &Services PBloans$500largebalances$250,000401KPrivateBanking$500,000BOTHWealth Mgmt& Invest.ServicesEntInvestmentServices1.2% oftotalassetsInvestmentTrustCompanygood daytimephonenumberany boxthat isavailableResonalRepJudyBlotzSuccessorTrustee$251% oftotalassetsno charge- it isvalueaddedAccountSummaryin Symitarwork withjust onepersonAgentattorneyKnowledgeCenter -Products &Services PBloans$500largebalances$250,000401KPrivateBanking$500,000BOTHWealth Mgmt& Invest.ServicesEntInvestmentServices1.2% oftotalassetsInvestmentTrustCompanygood daytimephonenumberany boxthat isavailableResonalRepJudyBlotz

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