JudyBlotzPrivateBankingEntInvestmentServicesSheriGagliardiAccountSummaryin SymitarAny boxthat isavailable$25LargeBalances401KWorkwith oneperson$250,000AgentNo charge- valueaddedLoansBoth WealthManagement &Ent InvestmentServices databasesSubmita TrustReferral$500,000Attorney$500PersonalRepresentativeSuccessorTrusteeKnowledgeCenter,Products &Services,Private BankingInvestmentTrustCompanyGood DayTimePhoneNumberJudyBlotzPrivateBankingEntInvestmentServicesSheriGagliardiAccountSummaryin SymitarAny boxthat isavailable$25LargeBalances401KWorkwith oneperson$250,000AgentNo charge- valueaddedLoansBoth WealthManagement &Ent InvestmentServices databasesSubmita TrustReferral$500,000Attorney$500PersonalRepresentativeSuccessorTrusteeKnowledgeCenter,Products &Services,Private BankingInvestmentTrustCompanyGood DayTimePhoneNumber

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