​​​Retirement Value LLC, Receivership

Procedures to Change Investor's Address

The Receiver has implemented new procedures for notification of a change of address by all investors.  These procedures were implemented to protect you from having our communications fraudulently redirected.  We are not aware of anyone’s communications being redirected, but we recognized the opportunity for it in our prior procedures.  As of March 1, 2016, the Notification of Change of Address Form is required before any change to the Receiver's records will be made.  If you have relocated and need to inform the Receiver of your new address, please complete the form (copy below), sign it before a notary and return it to the Receiver by mailing it to the address on the top of the form, via fax or by email.  

Notification of Change of Address Form


                                                                   Receiver's Reports
 
06/01/2017        Quarterly Report for 1st Quarter 2016

04/19/2017       Quarterly Report for 4th Quarter 2016

09/30/2016        Quarterly Report for 3rd Quarter 2016; Exhibit A (Lewis & Ellis Estimate of Portfolio Net
                             Present Value)

06/30/2016     Quarterly Report for 2nd Quarter 2016

06/17/2016     Quarterly Report for 1st Quarter 2016

03/07/2016     Receiver's Annual Report as of December 31, 2015

09/30/2015     Quarterly Report for 3rd Quarter 2015

08/03/2015     Receiver's Annual Report as of June 30, 2015

06/30/2015     Quarterly Report for 2nd Quarter 2015

05/31/2015     Quarterly Report for 1st Quarter 2015

07/08/2014     Receiver's First Amended Report as of May 31, 2014

05/31/2014     Receiver's Annual Report as of May 31, 2014

07/26/2013     Receiver's Annual Report as of May 31, 2013 

10/23/2012     Letter to investors re Initial Distribution and FAQs.

01/03/2012     Receiver's Proposed Plan of Distribution

12/31/2011     Receiver's Annual Report as of December 31, 2011 

​05/18/2011     Summary of Proposed Plan of Distribution

04/30/2011     Receiver's Annual Report as of April 30, 2011 

08/16/2010     List of Retirement Value's Insurance Policies

08/11/2010     Investors' Webinar

07/29/2010     Receiver's Initial Report as of July 29, 2010

07/29/2010     Appendix and Exhibits to Receiver's Initial Report

                                                       Investor Communications

08/02/2012     Letter transmitting Notice, Plan Schedule of Claims and form of Proof of Claim

01/5/2012       Letter to Investors regarding December 31, 2011 Report

05/09/2011     Receiver's Letter to Investors regarding April 30, 2011

08/03/2010     Receiver's Letter to Investors re Initial Report and Notice of webcast

06/10/2010     Letter to Investors regarding Proposed Settlement with Bruce Collins with Settlement
                         Motion attached

05/18/2010     Investor Questionnaire regarding Retirement Value LLC

05/14/2010     Introductory Letter to Investors from Receiver

02/11/2010     Retirement Value Policies