401KBOTHWealth Mgmt& Invest.Services1.2% oftotalassets$250,000loansEntInvestmentServicesInvestmentTrustCompanyPrivateBankingAccountSummaryin Symitar$500,000any boxthat isavailableno charge- it isvalueaddedwork withjust onepersonlargebalancesAgentJudyBlotz$25SuccessorTrustee1% oftotalassetsResonalRepattorney$500KnowledgeCenter -Products &Services PBgood daytimephonenumber401KBOTHWealth Mgmt& Invest.Services1.2% oftotalassets$250,000loansEntInvestmentServicesInvestmentTrustCompanyPrivateBankingAccountSummaryin Symitar$500,000any boxthat isavailableno charge- it isvalueaddedwork withjust onepersonlargebalancesAgentJudyBlotz$25SuccessorTrustee1% oftotalassetsResonalRepattorney$500KnowledgeCenter -Products &Services PBgood daytimephonenumber

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