attorney401KInvestmentTrustCompany$250,000Agent1.2% oftotalassetslargebalancesPrivateBankingloansBOTHWealth Mgmt& Invest.Services$500,000$500ResonalRepno charge- it isvalueaddedJudyBlotz1% oftotalassetsKnowledgeCenter -Products &Services PBSuccessorTrusteeEntInvestmentServicesgood daytimephonenumber$25any boxthat isavailablework withjust onepersonAccountSummaryin Symitarattorney401KInvestmentTrustCompany$250,000Agent1.2% oftotalassetslargebalancesPrivateBankingloansBOTHWealth Mgmt& Invest.Services$500,000$500ResonalRepno charge- it isvalueaddedJudyBlotz1% oftotalassetsKnowledgeCenter -Products &Services PBSuccessorTrusteeEntInvestmentServicesgood daytimephonenumber$25any boxthat isavailablework withjust onepersonAccountSummaryin 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. attorney
  2. 401K
  3. Investment Trust Company
  4. $250,000
  5. Agent
  6. 1.2% of total assets
  7. large balances
  8. Private Banking
  9. loans
  10. BOTH Wealth Mgmt & Invest. Services
  11. $500,000
  12. $500
  13. Resonal Rep
  14. no charge - it is value added
  15. Judy Blotz
  16. 1% of total assets
  17. Knowledge Center - Products & Services PB
  18. Successor Trustee
  19. Ent Investment Services
  20. good day time phone number
  21. $25
  22. any box that is available
  23. work with just one person
  24. Account Summary in Symitar