The following letter was sent out in May 2015 to investors who invested in Reliant Life Shares Series Statutory Trust 2012‐3. This investment provided our investors a 21.99% annual return.
Institutional Profitability Brought to the Individual Investor™
May 26, 2015
Mr. John Smith 1234 Reliant Lane Life Shares, CA 91000
We are pleased to advise you of the recent maturity of Reliant Life Shares Series Trust 2012-3. The policy matured on March 14th, 2015 and although this maturity occurred in 33 months instead of the original LE of 30 months, the returns are far superior to those that any comparable asset class can provide.
Date of Investment :
10/26/2012
Invested Amount :
$18,000
Fixed Return :
50%
Gain :
$9,000
Premium Reserve Refund :
$424.35
Total Return :
$27,424.35
Total Fixed Return :
52.36%
Total investment Returned :
$28,015.85
Life Expectancy Estimate :
30 months
Actual Life Expectancy :
33.4 months (2.78 yrs)
Projected Annual Return :
20%
Actual Annual Return :
18.83%
Actual Annual Return ‐
Including Premium Refund : 21.99%
Including Premium Refund : 21.99%
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