EntInvestmentServices$500LoansSheriGagliardiInvestmentTrustCompany$25AttorneyKnowledgeCenter,Products& Services,Private BankingAccountSummaryin SymitarPersonalRepresentative$250,000No charge- valueaddedGooddaytimephonenumberAgent401KJudyBlotzPrivateBankingSuccessorTrusteeAny boxthat isavailableLargeBalances$500,000Both WealthManagement& InvestmentServices databasesWealthManagementreferralWorkwith onepersonEntInvestmentServices$500LoansSheriGagliardiInvestmentTrustCompany$25AttorneyKnowledgeCenter,Products& Services,Private BankingAccountSummaryin SymitarPersonalRepresentative$250,000No charge- valueaddedGooddaytimephonenumberAgent401KJudyBlotzPrivateBankingSuccessorTrusteeAny boxthat isavailableLargeBalances$500,000Both WealthManagement& InvestmentServices databasesWealthManagementreferralWorkwith oneperson

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