largebalancesAccountSummaryin Symitar$500,000$250,000$500SuccessorTrustee$25any boxthat isavailableEntInvestmentServices1.2% oftotalassetsAgentJudyBlotz401Kattorneywork withjust onepersonKnowledgeCenter -Products &Services PBgood daytimephonenumber1% oftotalassetsBOTHWealth Mgmt& Invest.ServicesResonalReploansno charge- it isvalueaddedInvestmentTrustCompanyPrivateBankinglargebalancesAccountSummaryin Symitar$500,000$250,000$500SuccessorTrustee$25any boxthat isavailableEntInvestmentServices1.2% oftotalassetsAgentJudyBlotz401Kattorneywork withjust onepersonKnowledgeCenter -Products &Services PBgood daytimephonenumber1% oftotalassetsBOTHWealth Mgmt& Invest.ServicesResonalReploansno charge- it isvalueaddedInvestmentTrustCompanyPrivateBanking

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