AccountSummaryin Symitarloans$500JudyBlotz$500,000no charge- it isvalueadded$250,000largebalancesKnowledgeCenter -Products &Services PBPrivateBankingBOTHWealth Mgmt& Invest.Servicesgood daytimephonenumber1% oftotalassets401K1.2% oftotalassetsInvestmentTrustCompanySuccessorTrusteeattorney$25work withjust onepersonResonalRepAgentany boxthat isavailableEntInvestmentServicesAccountSummaryin Symitarloans$500JudyBlotz$500,000no charge- it isvalueadded$250,000largebalancesKnowledgeCenter -Products &Services PBPrivateBankingBOTHWealth Mgmt& Invest.Servicesgood daytimephonenumber1% oftotalassets401K1.2% oftotalassetsInvestmentTrustCompanySuccessorTrusteeattorney$25work withjust onepersonResonalRepAgentany boxthat isavailableEntInvestmentServices

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