AgentPrivateBankingSubmit aWealthManage-mentReferral$25PersonalRepLoansEntInvestmentServicesAttorneyLargeBalancesKnowledgeCenter, Product& Services -Private BankingWorkwith oneperson401KNo charge- It isvalueAddedBoth WealthMgt. &Invest.Services$500,000$250,000SuccessorTrusteeJudyBlotzInvestmentTrustCompanyGood daytimephonenumber$500AccountSummaryin SymitarSheriGagliardiAny boxthat isavailableAgentPrivateBankingSubmit aWealthManage-mentReferral$25PersonalRepLoansEntInvestmentServicesAttorneyLargeBalancesKnowledgeCenter, Product& Services -Private BankingWorkwith oneperson401KNo charge- It isvalueAddedBoth WealthMgt. &Invest.Services$500,000$250,000SuccessorTrusteeJudyBlotzInvestmentTrustCompanyGood daytimephonenumber$500AccountSummaryin SymitarSheriGagliardiAny boxthat isavailable

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