PrivateBankingBOTHWealth Mgmt& Invest.ServicesResonalReploansJudyBlotzlargebalances$250,000AccountSummaryin Symitar$500good daytimephonenumber$500,000attorney1.2% oftotalassetsInvestmentTrustCompanySuccessorTrusteeno charge- it isvalueadded401KAgent$251% oftotalassetsany boxthat isavailableKnowledgeCenter -Products &Services PBwork withjust onepersonEntInvestmentServicesPrivateBankingBOTHWealth Mgmt& Invest.ServicesResonalReploansJudyBlotzlargebalances$250,000AccountSummaryin Symitar$500good daytimephonenumber$500,000attorney1.2% oftotalassetsInvestmentTrustCompanySuccessorTrusteeno charge- it isvalueadded401KAgent$251% oftotalassetsany boxthat isavailableKnowledgeCenter -Products &Services PBwork withjust onepersonEntInvestmentServices

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