ResonalRepany boxthat isavailableattorney$500$500,000InvestmentTrustCompany$250,000AgentloansJudyBlotz401KPrivateBankingAccountSummaryin SymitarKnowledgeCenter -Products &Services PB1% oftotalassetsSuccessorTrusteeBOTHWealth Mgmt& Invest.Serviceswork withjust oneperson1.2% oftotalassetsEntInvestmentServices$25largebalancesno charge- it isvalueaddedgood daytimephonenumberResonalRepany boxthat isavailableattorney$500$500,000InvestmentTrustCompany$250,000AgentloansJudyBlotz401KPrivateBankingAccountSummaryin SymitarKnowledgeCenter -Products &Services PB1% oftotalassetsSuccessorTrusteeBOTHWealth Mgmt& Invest.Serviceswork withjust oneperson1.2% oftotalassetsEntInvestmentServices$25largebalancesno charge- it isvalueaddedgood 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.


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