Good DayTimePhoneNumberAny boxthat isavailablePersonalRepresentativeInvestmentTrustCompanyAgent$500,000Submita TrustReferralWorkwith onepersonJudyBlotzBoth WealthManagement &Ent InvestmentServices databasesSheriGagliardiLargeBalances$500No charge- valueaddedSuccessorTrusteeLoansAttorneyPrivateBankingAccountSummaryin Symitar$25EntInvestmentServices401K$250,000KnowledgeCenter,Products &Services,Private BankingGood DayTimePhoneNumberAny boxthat isavailablePersonalRepresentativeInvestmentTrustCompanyAgent$500,000Submita TrustReferralWorkwith onepersonJudyBlotzBoth WealthManagement &Ent InvestmentServices databasesSheriGagliardiLargeBalances$500No charge- valueaddedSuccessorTrusteeLoansAttorneyPrivateBankingAccountSummaryin Symitar$25EntInvestmentServices401K$250,000KnowledgeCenter,Products &Services,Private Banking

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