EntInvestmentServices1% oftotalassets$500,000KnowledgeCenter -Products &Services PBlargebalances$250,000PrivateBankinggood daytimephonenumberResonalRepInvestmentTrustCompanyAccountSummaryin Symitar401K1.2% oftotalassets$25AgentloansJudyBlotzBOTHWealth Mgmt& Invest.Serviceswork withjust onepersonno charge- it isvalueaddedany boxthat isavailable$500attorneySuccessorTrusteeEntInvestmentServices1% oftotalassets$500,000KnowledgeCenter -Products &Services PBlargebalances$250,000PrivateBankinggood daytimephonenumberResonalRepInvestmentTrustCompanyAccountSummaryin Symitar401K1.2% oftotalassets$25AgentloansJudyBlotzBOTHWealth Mgmt& Invest.Serviceswork withjust onepersonno charge- it isvalueaddedany boxthat isavailable$500attorneySuccessorTrustee

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