$500any boxthat isavailableInvestmentTrustCompanylargebalancesResonalRep$500,000SuccessorTrustee401KJudyBlotz1.2% oftotalassetsattorneyEntInvestmentServicesKnowledgeCenter -Products &Services PBno charge- it isvalueaddedAgentBOTHWealth Mgmt& Invest.Services$25loans$250,000work withjust onepersongood daytimephonenumber1% oftotalassetsPrivateBankingAccountSummaryin Symitar$500any boxthat isavailableInvestmentTrustCompanylargebalancesResonalRep$500,000SuccessorTrustee401KJudyBlotz1.2% oftotalassetsattorneyEntInvestmentServicesKnowledgeCenter -Products &Services PBno charge- it isvalueaddedAgentBOTHWealth Mgmt& Invest.Services$25loans$250,000work withjust onepersongood daytimephonenumber1% oftotalassetsPrivateBankingAccountSummaryin 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. $500
  2. any box that is available
  3. Investment Trust Company
  4. large balances
  5. Resonal Rep
  6. $500,000
  7. Successor Trustee
  8. 401K
  9. Judy Blotz
  10. 1.2% of total assets
  11. attorney
  12. Ent Investment Services
  13. Knowledge Center - Products & Services PB
  14. no charge - it is value added
  15. Agent
  16. BOTH Wealth Mgmt & Invest. Services
  17. $25
  18. loans
  19. $250,000
  20. work with just one person
  21. good day time phone number
  22. 1% of total assets
  23. Private Banking
  24. Account Summary in Symitar