PrivateBanking$500,000LargeBalancesGood DayTimePhoneNumberBoth WealthManagement &Ent InvestmentServices databases401K$250,000$25$500Workwith onepersonLoansSheriGagliardiAny boxthat isavailableAgentInvestmentTrustCompanyEntInvestmentServicesKnowledgeCenter,Products &Services,Private BankingSuccessorTrusteeNo charge- valueaddedAccountSummaryin SymitarJudyBlotzAttorneySubmita TrustReferralPersonalRepresentativePrivateBanking$500,000LargeBalancesGood DayTimePhoneNumberBoth WealthManagement &Ent InvestmentServices databases401K$250,000$25$500Workwith onepersonLoansSheriGagliardiAny boxthat isavailableAgentInvestmentTrustCompanyEntInvestmentServicesKnowledgeCenter,Products &Services,Private BankingSuccessorTrusteeNo charge- valueaddedAccountSummaryin SymitarJudyBlotzAttorneySubmita TrustReferralPersonalRepresentative

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. Private Banking
  2. $500,000
  3. Large Balances
  4. Good Day Time Phone Number
  5. Both Wealth Management & Ent Investment Services data bases
  6. 401K
  7. $250,000
  8. $25
  9. $500
  10. Work with one person
  11. Loans
  12. Sheri Gagliardi
  13. Any box that is available
  14. Agent
  15. Investment Trust Company
  16. Ent Investment Services
  17. Knowledge Center, Products & Services, Private Banking
  18. Successor Trustee
  19. No charge - value added
  20. Account Summary in Symitar
  21. Judy Blotz
  22. Attorney
  23. Submit a Trust Referral
  24. Personal Representative