$500AccountSummaryin SymitarBoth WealthManagement &Ent InvestmentServices databasesAgentGood DayTimePhoneNumber$500,000No charge- valueaddedKnowledgeCenter,Products &Services,Private BankingWorkwith onepersonSubmita TrustReferralPersonalRepresentativeJudyBlotzSheriGagliardiAny boxthat isavailableEntInvestmentServicesPrivateBankingLargeBalances401KInvestmentTrustCompany$25AttorneyLoansSuccessorTrustee$250,000$500AccountSummaryin SymitarBoth WealthManagement &Ent InvestmentServices databasesAgentGood DayTimePhoneNumber$500,000No charge- valueaddedKnowledgeCenter,Products &Services,Private BankingWorkwith onepersonSubmita TrustReferralPersonalRepresentativeJudyBlotzSheriGagliardiAny boxthat isavailableEntInvestmentServicesPrivateBankingLargeBalances401KInvestmentTrustCompany$25AttorneyLoansSuccessorTrustee$250,000

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