Attorney$500JudyBlotzLoansSuccessorTrusteeWealthManagementreferralNo charge- valueaddedGooddaytimephonenumberKnowledgeCenter,Products& Services,Private BankingAccountSummaryin SymitarWorkwith onepersonSheriGagliardiEntInvestmentServicesPersonalRepresentativeLargeBalancesAgentAny boxthat isavailable$25PrivateBankingBoth WealthManagement& InvestmentServices databases$500,000InvestmentTrustCompany401K$250,000Attorney$500JudyBlotzLoansSuccessorTrusteeWealthManagementreferralNo charge- valueaddedGooddaytimephonenumberKnowledgeCenter,Products& Services,Private BankingAccountSummaryin SymitarWorkwith onepersonSheriGagliardiEntInvestmentServicesPersonalRepresentativeLargeBalancesAgentAny boxthat isavailable$25PrivateBankingBoth WealthManagement& InvestmentServices databases$500,000InvestmentTrustCompany401K$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.


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