LargeBalancesKnowledgeCenter,Products& Services,Private Banking$25Any boxthat isavailableInvestmentTrustCompany$250,000$500,000WealthManagementreferral$500EntInvestmentServicesAccountSummaryin Symitar401KAgentPersonalRepresentativePrivateBankingLoansNo charge- valueaddedSheriGagliardiAttorneyBoth WealthManagement& InvestmentServices databasesGooddaytimephonenumberJudyBlotzSuccessorTrusteeWorkwith onepersonLargeBalancesKnowledgeCenter,Products& Services,Private Banking$25Any boxthat isavailableInvestmentTrustCompany$250,000$500,000WealthManagementreferral$500EntInvestmentServicesAccountSummaryin Symitar401KAgentPersonalRepresentativePrivateBankingLoansNo charge- valueaddedSheriGagliardiAttorneyBoth WealthManagement& InvestmentServices databasesGooddaytimephonenumberJudyBlotzSuccessorTrusteeWorkwith 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.


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