SuccessorTrusteework withjust onepersonlargebalancesany boxthat isavailable$250,000good daytimephonenumberAgentno charge- it isvalueadded$5001.2% oftotalassets$25EntInvestmentServices1% oftotalassetsAccountSummaryin SymitarJudyBlotz$500,000InvestmentTrustCompanyResonalReploansattorneyPrivateBankingKnowledgeCenter -Products &Services PB401KBOTHWealth Mgmt& Invest.ServicesSuccessorTrusteework withjust onepersonlargebalancesany boxthat isavailable$250,000good daytimephonenumberAgentno charge- it isvalueadded$5001.2% oftotalassets$25EntInvestmentServices1% oftotalassetsAccountSummaryin SymitarJudyBlotz$500,000InvestmentTrustCompanyResonalReploansattorneyPrivateBankingKnowledgeCenter -Products &Services PB401KBOTHWealth Mgmt& Invest.Services

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