The following letter was sent out in May 2017 to investors who invested in Reliant Life Shares Series Statutory Trust 2012‐2. This investment provided our investors a 6.31% annual return despite taking longer to mature than originally anticipated.
Institutional Profitability Brought to the Individual Investor™
May 26, 2017
Mr Sample Client 123 Beverly Drive Beverly Hills, CA 90210
We are pleased to advise you of the recent maturity of a $2,100,000 policy held in your LifeShares™ portfolio. Reliant Life Shares Series Statutory Trust 2012-2 matured and while this policy went beyond the life expectancy estimate and you paid additional premiums, your annual return is still far superior to a many other conservative investment alternatives.
The return calculation which takes into account the date of your purchase is as follows:
Including Premium Refund : 6.31%