InvestmentTrustCompany401KLoansPersonalRepresentativeSheriGagliardiNo charge- valueaddedAccountSummaryin Symitar$25JudyBlotzBoth WealthManagement &Ent InvestmentServices databasesSuccessorTrustee$500,000AgentWorkwith onepersonGood DayTimePhoneNumberLargeBalancesEntInvestmentServicesSubmita TrustReferralPrivateBankingAttorney$500$250,000KnowledgeCenter,Products &Services,Private BankingAny boxthat isavailableInvestmentTrustCompany401KLoansPersonalRepresentativeSheriGagliardiNo charge- valueaddedAccountSummaryin Symitar$25JudyBlotzBoth WealthManagement &Ent InvestmentServices databasesSuccessorTrustee$500,000AgentWorkwith onepersonGood DayTimePhoneNumberLargeBalancesEntInvestmentServicesSubmita TrustReferralPrivateBankingAttorney$500$250,000KnowledgeCenter,Products &Services,Private BankingAny boxthat isavailable

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