loans1% oftotalassetsResonalRep$500,000AgentSuccessorTrusteeno charge- it isvalueadded$250,000attorneyInvestmentTrustCompanyJudyBlotzlargebalances$25KnowledgeCenter -Products &Services PB1.2% oftotalassetsBOTHWealth Mgmt& Invest.ServicesEntInvestmentServiceswork withjust onepersonAccountSummaryin SymitarPrivateBankinggood daytimephonenumber401Kany boxthat isavailable$500loans1% oftotalassetsResonalRep$500,000AgentSuccessorTrusteeno charge- it isvalueadded$250,000attorneyInvestmentTrustCompanyJudyBlotzlargebalances$25KnowledgeCenter -Products &Services PB1.2% oftotalassetsBOTHWealth Mgmt& Invest.ServicesEntInvestmentServiceswork withjust onepersonAccountSummaryin SymitarPrivateBankinggood daytimephonenumber401Kany boxthat isavailable$500

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