This page summarizes certain Know Your Client (KYC) data you have provided to us during the fact finding process. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by Investors Mosaic. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Investors Mosaic makes no representations as to their value. This is not an official record of your assets or any account and/or contract, and it is provided for your convenience and information only. Please verify this data and advise us of any inaccuracies. All Rights Reserved (c) 2024 - Asset-Map(r) Holdings, Inc.  Advisory services offered through Investors Mosaic, a Registered Investment Advisor are not affiliated with Asset-Map.