AccountSummaryin SymitarPersonalRepLoansEntInvestmentServicesPrivateBankingWorkwith onepersonAttorneyBoth WealthMgt. &Invest.ServicesLargeBalancesGood daytimephonenumberNo charge- It isvalueAdded$250,000Submit aWealthManage-mentReferralKnowledgeCenter, Product& Services -Private Banking401K$25JudyBlotzSheriGagliardiSuccessorTrustee$500InvestmentTrustCompanyAgentAny boxthat isavailable$500,000AccountSummaryin SymitarPersonalRepLoansEntInvestmentServicesPrivateBankingWorkwith onepersonAttorneyBoth WealthMgt. &Invest.ServicesLargeBalancesGood daytimephonenumberNo charge- It isvalueAdded$250,000Submit aWealthManage-mentReferralKnowledgeCenter, Product& Services -Private Banking401K$25JudyBlotzSheriGagliardiSuccessorTrustee$500InvestmentTrustCompanyAgentAny boxthat isavailable$500,000

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