BOTHWealth Mgmt& Invest.Services401Kwork withjust oneperson$500ResonalRep1.2% oftotalassetsJudyBlotzloansInvestmentTrustCompanylargebalancesgood daytimephonenumberEntInvestmentServicesPrivateBankingAgentSuccessorTrustee1% oftotalassetsattorney$250,000any boxthat isavailableAccountSummaryin Symitarno charge- it isvalueaddedKnowledgeCenter -Products &Services PB$500,000$25BOTHWealth Mgmt& Invest.Services401Kwork withjust oneperson$500ResonalRep1.2% oftotalassetsJudyBlotzloansInvestmentTrustCompanylargebalancesgood daytimephonenumberEntInvestmentServicesPrivateBankingAgentSuccessorTrustee1% oftotalassetsattorney$250,000any boxthat isavailableAccountSummaryin Symitarno charge- it isvalueaddedKnowledgeCenter -Products &Services PB$500,000$25

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