JudyBlotzBoth WealthManagement &Ent InvestmentServices databasesPrivateBankingAgentGood DayTimePhoneNumberInvestmentTrustCompany$500,000No charge- valueaddedAny boxthat isavailableSubmita TrustReferralWorkwith oneperson401KAccountSummaryin SymitarLargeBalancesPersonalRepresentative$500$25$250,000KnowledgeCenter,Products &Services,Private BankingEntInvestmentServicesLoansAttorneySheriGagliardiSuccessorTrusteeJudyBlotzBoth WealthManagement &Ent InvestmentServices databasesPrivateBankingAgentGood DayTimePhoneNumberInvestmentTrustCompany$500,000No charge- valueaddedAny boxthat isavailableSubmita TrustReferralWorkwith oneperson401KAccountSummaryin SymitarLargeBalancesPersonalRepresentative$500$25$250,000KnowledgeCenter,Products &Services,Private BankingEntInvestmentServicesLoansAttorneySheriGagliardiSuccessorTrustee

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Judy Blotz
  2. Both Wealth Management & Ent Investment Services data bases
  3. Private Banking
  4. Agent
  5. Good Day Time Phone Number
  6. Investment Trust Company
  7. $500,000
  8. No charge - value added
  9. Any box that is available
  10. Submit a Trust Referral
  11. Work with one person
  12. 401K
  13. Account Summary in Symitar
  14. Large Balances
  15. Personal Representative
  16. $500
  17. $25
  18. $250,000
  19. Knowledge Center, Products & Services, Private Banking
  20. Ent Investment Services
  21. Loans
  22. Attorney
  23. Sheri Gagliardi
  24. Successor Trustee