JudyBlotzGood DayTimePhoneNumberLargeBalancesSheriGagliardiInvestmentTrustCompanyAttorneyLoansAccountSummaryin SymitarAgentPersonalRepresentative$500No charge- valueaddedBoth WealthManagement &Ent InvestmentServices databasesWorkwith onepersonSubmita TrustReferralKnowledgeCenter,Products &Services,Private BankingAny boxthat isavailableEntInvestmentServicesPrivateBanking401KSuccessorTrustee$25$250,000$500,000JudyBlotzGood DayTimePhoneNumberLargeBalancesSheriGagliardiInvestmentTrustCompanyAttorneyLoansAccountSummaryin SymitarAgentPersonalRepresentative$500No charge- valueaddedBoth WealthManagement &Ent InvestmentServices databasesWorkwith onepersonSubmita TrustReferralKnowledgeCenter,Products &Services,Private BankingAny boxthat isavailableEntInvestmentServicesPrivateBanking401KSuccessorTrustee$25$250,000$500,000

Wealth Management Bingo - 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. Good Day Time Phone Number
  3. Large Balances
  4. Sheri Gagliardi
  5. Investment Trust Company
  6. Attorney
  7. Loans
  8. Account Summary in Symitar
  9. Agent
  10. Personal Representative
  11. $500
  12. No charge - value added
  13. Both Wealth Management & Ent Investment Services data bases
  14. Work with one person
  15. Submit a Trust Referral
  16. Knowledge Center, Products & Services, Private Banking
  17. Any box that is available
  18. Ent Investment Services
  19. Private Banking
  20. 401K
  21. Successor Trustee
  22. $25
  23. $250,000
  24. $500,000