KnowledgeCenter, Product& Services -Private Banking$500Both WealthMgt. &Invest.Services401KLoansEntInvestmentServicesLargeBalancesJudyBlotzGood daytimephonenumberAccountSummaryin SymitarInvestmentTrustCompany$500,000PersonalRepSubmit aWealthManage-mentReferralSheriGagliardiPrivateBanking$25$250,000Workwith onepersonSuccessorTrusteeAny boxthat isavailableAgentAttorneyNo charge- It isvalueAddedKnowledgeCenter, Product& Services -Private Banking$500Both WealthMgt. &Invest.Services401KLoansEntInvestmentServicesLargeBalancesJudyBlotzGood daytimephonenumberAccountSummaryin SymitarInvestmentTrustCompany$500,000PersonalRepSubmit aWealthManage-mentReferralSheriGagliardiPrivateBanking$25$250,000Workwith onepersonSuccessorTrusteeAny boxthat isavailableAgentAttorneyNo charge- It isvalueAdded

Wealth Management - 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. Knowledge Center, Product & Services -Private Banking
  2. $500
  3. Both Wealth Mgt. & Invest. Services
  4. 401K
  5. Loans
  6. Ent Investment Services
  7. Large Balances
  8. Judy Blotz
  9. Good day time phone number
  10. Account Summary in Symitar
  11. Investment Trust Company
  12. $500,000
  13. Personal Rep
  14. Submit a Wealth Manage-ment Referral
  15. Sheri Gagliardi
  16. Private Banking
  17. $25
  18. $250,000
  19. Work with one person
  20. Successor Trustee
  21. Any box that is available
  22. Agent
  23. Attorney
  24. No charge - It is value Added