AttorneyPrivateBankingKnowledgeCenter, Product& Services -Private BankingLoans$25AgentSheriGagliardiAny boxthat isavailableSuccessorTrustee$500AccountSummaryin SymitarLargeBalances$250,000Both WealthMgt. &Invest.Services401K$500,000InvestmentTrustCompanyJudyBlotzWorkwith onepersonPersonalRepNo charge- It isvalueAddedSubmit aWealthManage-mentReferralGood daytimephonenumberEntInvestmentServicesAttorneyPrivateBankingKnowledgeCenter, Product& Services -Private BankingLoans$25AgentSheriGagliardiAny boxthat isavailableSuccessorTrustee$500AccountSummaryin SymitarLargeBalances$250,000Both WealthMgt. &Invest.Services401K$500,000InvestmentTrustCompanyJudyBlotzWorkwith onepersonPersonalRepNo charge- It isvalueAddedSubmit aWealthManage-mentReferralGood daytimephonenumberEntInvestmentServices

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Attorney
  2. Private Banking
  3. Knowledge Center, Product & Services -Private Banking
  4. Loans
  5. $25
  6. Agent
  7. Sheri Gagliardi
  8. Any box that is available
  9. Successor Trustee
  10. $500
  11. Account Summary in Symitar
  12. Large Balances
  13. $250,000
  14. Both Wealth Mgt. & Invest. Services
  15. 401K
  16. $500,000
  17. Investment Trust Company
  18. Judy Blotz
  19. Work with one person
  20. Personal Rep
  21. No charge - It is value Added
  22. Submit a Wealth Manage-ment Referral
  23. Good day time phone number
  24. Ent Investment Services