Gooddaytimephonenumber$500,000KnowledgeCenter,Products& Services,Private BankingJudyBlotzEntInvestmentServicesInvestmentTrustCompanyWorkwith onepersonBoth WealthManagement& InvestmentServices databasesSheriGagliardiLoans$25AccountSummaryin SymitarNo charge- valueaddedPrivateBanking$250,000401KLargeBalancesPersonalRepresentativeAttorneyAny boxthat isavailableSuccessorTrusteeWealthManagementreferralAgent$500Gooddaytimephonenumber$500,000KnowledgeCenter,Products& Services,Private BankingJudyBlotzEntInvestmentServicesInvestmentTrustCompanyWorkwith onepersonBoth WealthManagement& InvestmentServices databasesSheriGagliardiLoans$25AccountSummaryin SymitarNo charge- valueaddedPrivateBanking$250,000401KLargeBalancesPersonalRepresentativeAttorneyAny boxthat isavailableSuccessorTrusteeWealthManagementreferralAgent$500

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