JudyBlotzEntInvestmentServicesLoansSubmit aWealthManage-mentReferralWorkwith onepersonAttorneyNo charge- It isvalueAddedAgentLargeBalancesBoth WealthMgt. &Invest.Services$500InvestmentTrustCompanyKnowledgeCenter, Product& Services -Private BankingPrivateBanking$25AccountSummaryin SymitarSheriGagliardiGood daytimephonenumber$500,000Any boxthat isavailable401KPersonalRep$250,000SuccessorTrusteeJudyBlotzEntInvestmentServicesLoansSubmit aWealthManage-mentReferralWorkwith onepersonAttorneyNo charge- It isvalueAddedAgentLargeBalancesBoth WealthMgt. &Invest.Services$500InvestmentTrustCompanyKnowledgeCenter, Product& Services -Private BankingPrivateBanking$25AccountSummaryin SymitarSheriGagliardiGood daytimephonenumber$500,000Any boxthat isavailable401KPersonalRep$250,000SuccessorTrustee

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