PrivateBanking$25any boxthat isavailable$5001% oftotalassetsgood daytimephonenumberno charge- it isvalueadded401KResonalRepInvestmentTrustCompanyEntInvestmentServicesKnowledgeCenter -Products &Services PBAccountSummaryin Symitar$500,000BOTHWealth Mgmt& Invest.ServicesJudyBlotzloans1.2% oftotalassetsattorneySuccessorTrusteeAgentwork withjust oneperson$250,000largebalancesPrivateBanking$25any boxthat isavailable$5001% oftotalassetsgood daytimephonenumberno charge- it isvalueadded401KResonalRepInvestmentTrustCompanyEntInvestmentServicesKnowledgeCenter -Products &Services PBAccountSummaryin Symitar$500,000BOTHWealth Mgmt& Invest.ServicesJudyBlotzloans1.2% oftotalassetsattorneySuccessorTrusteeAgentwork withjust oneperson$250,000largebalances

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