AccountSummaryin SymitarBOTHWealth Mgmt& Invest.ServicesKnowledgeCenter -Products &Services PBlargebalancesPrivateBankingSuccessorTrustee401K1.2% oftotalassetswork withjust onepersonattorneyJudyBlotzno charge- it isvalueadded$500InvestmentTrustCompany$250,000$25loansEntInvestmentServicesgood daytimephonenumberAgent1% oftotalassetsany boxthat isavailableResonalRep$500,000AccountSummaryin SymitarBOTHWealth Mgmt& Invest.ServicesKnowledgeCenter -Products &Services PBlargebalancesPrivateBankingSuccessorTrustee401K1.2% oftotalassetswork withjust onepersonattorneyJudyBlotzno charge- it isvalueadded$500InvestmentTrustCompany$250,000$25loansEntInvestmentServicesgood daytimephonenumberAgent1% oftotalassetsany boxthat isavailableResonalRep$500,000

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