JudyBlotzWealthManagementreferral$25$500Both WealthManagement& InvestmentServices databasesAny boxthat isavailableSheriGagliardi$500,000PrivateBankingEntInvestmentServicesPersonalRepresentativeAgentLoans$250,000AccountSummaryin SymitarLargeBalancesWorkwith onepersonAttorneyNo charge- valueaddedGooddaytimephonenumber401KKnowledgeCenter,Products& Services,Private BankingInvestmentTrustCompanySuccessorTrusteeJudyBlotzWealthManagementreferral$25$500Both WealthManagement& InvestmentServices databasesAny boxthat isavailableSheriGagliardi$500,000PrivateBankingEntInvestmentServicesPersonalRepresentativeAgentLoans$250,000AccountSummaryin SymitarLargeBalancesWorkwith onepersonAttorneyNo charge- valueaddedGooddaytimephonenumber401KKnowledgeCenter,Products& Services,Private BankingInvestmentTrustCompanySuccessorTrustee

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