Any boxthat isavailable$25SuccessorTrusteeAccountSummaryin SymitarGooddaytimephonenumberBoth WealthManagement& InvestmentServices databasesWealthManagementreferralLargeBalancesPersonalRepresentativeJudyBlotzInvestmentTrustCompany$500,000KnowledgeCenter,Products& Services,Private BankingLoans$500SheriGagliardiWorkwith onepersonAgent401KNo charge- valueaddedEntInvestmentServices$250,000AttorneyPrivateBankingAny boxthat isavailable$25SuccessorTrusteeAccountSummaryin SymitarGooddaytimephonenumberBoth WealthManagement& InvestmentServices databasesWealthManagementreferralLargeBalancesPersonalRepresentativeJudyBlotzInvestmentTrustCompany$500,000KnowledgeCenter,Products& Services,Private BankingLoans$500SheriGagliardiWorkwith onepersonAgent401KNo charge- valueaddedEntInvestmentServices$250,000AttorneyPrivateBanking

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