Agent$500,000Attorney$500LoansEntInvestmentServicesAccountSummaryin SymitarPersonalRep$25PrivateBankingAny boxthat isavailableNo charge- It isvalueAddedLargeBalancesWorkwith oneperson401KSuccessorTrusteeSubmit aWealthManage-mentReferralGood daytimephonenumber$250,000SheriGagliardiKnowledgeCenter, Product& Services -Private BankingBoth WealthMgt. &Invest.ServicesJudyBlotzInvestmentTrustCompanyAgent$500,000Attorney$500LoansEntInvestmentServicesAccountSummaryin SymitarPersonalRep$25PrivateBankingAny boxthat isavailableNo charge- It isvalueAddedLargeBalancesWorkwith oneperson401KSuccessorTrusteeSubmit aWealthManage-mentReferralGood daytimephonenumber$250,000SheriGagliardiKnowledgeCenter, Product& Services -Private BankingBoth WealthMgt. &Invest.ServicesJudyBlotzInvestmentTrustCompany

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