PrivateBankingSuccessorTrusteeattorneyKnowledgeCenter -Products &Services PBlargebalancesAgent$500,000$251% oftotalassetsBOTHWealth Mgmt& Invest.Servicesgood daytimephonenumber$250,000401KResonalRepno charge- it isvalueaddedJudyBlotzEntInvestmentServicesany boxthat isavailablework withjust onepersonloansInvestmentTrustCompany$5001.2% oftotalassetsAccountSummaryin SymitarPrivateBankingSuccessorTrusteeattorneyKnowledgeCenter -Products &Services PBlargebalancesAgent$500,000$251% oftotalassetsBOTHWealth Mgmt& Invest.Servicesgood daytimephonenumber$250,000401KResonalRepno charge- it isvalueaddedJudyBlotzEntInvestmentServicesany boxthat isavailablework withjust onepersonloansInvestmentTrustCompany$5001.2% oftotalassetsAccountSummaryin Symitar

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