$250,000EntInvestmentServicesany boxthat isavailablelargebalancesPrivateBankingAccountSummaryin Symitar1.2% oftotalassetsResonalRep401K$500$500,000work withjust oneperson1% oftotalassetsloansInvestmentTrustCompanyattorneyBOTHWealth Mgmt& Invest.ServicesAgentJudyBlotz$25SuccessorTrusteeno charge- it isvalueaddedKnowledgeCenter -Products &Services PBgood daytimephonenumber$250,000EntInvestmentServicesany boxthat isavailablelargebalancesPrivateBankingAccountSummaryin Symitar1.2% oftotalassetsResonalRep401K$500$500,000work withjust oneperson1% oftotalassetsloansInvestmentTrustCompanyattorneyBOTHWealth Mgmt& Invest.ServicesAgentJudyBlotz$25SuccessorTrusteeno charge- it isvalueaddedKnowledgeCenter -Products &Services PBgood 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.


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