Workwith onepersonSuccessorTrustee$500,000PersonalRepSubmit aWealthManage-mentReferralAny boxthat isavailableEntInvestmentServices401KNo charge- It isvalueAddedAgentLargeBalancesBoth WealthMgt. &Invest.ServicesJudyBlotzPrivateBankingLoansAccountSummaryin SymitarInvestmentTrustCompanyGood daytimephonenumberKnowledgeCenter, Product& Services -Private BankingSheriGagliardi$25$250,000Attorney$500Workwith onepersonSuccessorTrustee$500,000PersonalRepSubmit aWealthManage-mentReferralAny boxthat isavailableEntInvestmentServices401KNo charge- It isvalueAddedAgentLargeBalancesBoth WealthMgt. &Invest.ServicesJudyBlotzPrivateBankingLoansAccountSummaryin SymitarInvestmentTrustCompanyGood daytimephonenumberKnowledgeCenter, Product& Services -Private BankingSheriGagliardi$25$250,000Attorney$500

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