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home
about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
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Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Insurity
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Insurity Recognized as a Leader in Everest Group’s PEAK Matrix® for AI-Enabled Claims Management Systems for P&C Insurance
May 20, 2025
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Via
Business Wire
Insurity’s Excellence in Insurance Conference to Equip P&C Leaders with Strategies to Navigate Market Complexity and Drive Growth
April 22, 2025
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April 01, 2025
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March 27, 2025
From
Insurity
Via
Business Wire
OIP Insurtech Joins Insurity as a System Integrator Partner to Enhance Insurance Technology Implementations
March 20, 2025
From
Insurity
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Business Wire
Insurity and InsCipher Announce Partnership to Streamline Surplus Lines Tax Filing and Compliance
March 11, 2025
From
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Business Wire
New England More Open to AI Use in P&C Insurance, While Concerns Remain High in West North Central and Mountain Regions of U.S., According to Insurity Survey
February 27, 2025
From
Insurity
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Business Wire
Millennials Lead in AI Comfort and Trust, While Gen Z Emerges as Key Audience for AI-Driven P&C Insurance Solutions, Insurity Survey Finds
February 25, 2025
From
Insurity
Via
Business Wire
Insurity Survey Reveals Declining Consumer Confidence in AI for P&C Insurance, Signaling a Need for Action from Insurers
February 20, 2025
From
Insurity
Via
Business Wire
Consumers Want Transparency in AI-Driven Processing for Severe Weather Claims, but Trust in Reliability Remains Low, According to Insurity Survey
January 23, 2025
From
Insurity
Via
Business Wire
Nearly Half of Consumers Feel Comfortable with Insurers Using AI to Monitor Severe Weather Risks, but Concerns About Premiums Remain High, Insurity Survey Finds
January 21, 2025
From
Insurity
Via
Business Wire
Insurity Highlights How Severe Weather in 2024 Drives Consumer Concerns, Shifts in Insurance Behavior, and Prepares Industry for 2025
December 17, 2024
From
Insurity
Via
Business Wire
Insurity Appoints Sylvester Mathis as Chief Revenue Officer to Lead Strategic Market Expansion and Strengthen Customer-Centric Innovation
December 10, 2024
From
Insurity
Via
Business Wire
Across America Insurance Services Named Claims Champion of the Year at Excellence in Insurance By Insurity
December 03, 2024
From
Insurity
Via
Business Wire
Insurity Hosts Insurance Leaders at Excellence in Insurance, Uncovering the Latest Trends and Insights to Drive the P&C Insurance Industry Forward
November 26, 2024
From
Insurity
Via
Business Wire
American Equine Insurance Group Named Automation Champion of the Year at Excellence in Insurance, Sponsored by Insurity
November 25, 2024
From
Insurity
Via
Business Wire
FHM & LUBA Workers’ Comp Named Data & Analytics Innovator of the Year at Excellence in Insurance
November 21, 2024
From
Insurity
Via
Business Wire
Amerisure Named Policyholder Experience Knockout at Excellence in Insurance, Sponsored by Insurity
November 19, 2024
From
Insurity
Via
Business Wire
Insurity Names Jonathan Victor as Chief Operating Officer, Driving Growth and Enhancing the Customer Experience
November 14, 2024
From
Insurity
Via
Business Wire
High Definition Vehicle Insurance Named Standout MGA of the Year at Excellence in Insurance, Sponsored by Insurity
November 13, 2024
From
Insurity
Via
Business Wire
Insurity Partners with ICEYE to Deliver Real-Time Catastrophe Insights to P&C Insurance Customers
November 12, 2024
From
Insurity
Via
Business Wire
Insurity to Host Executive Leadership Panel on the Future of P&C Insurance at the Excellence in Insurance Conference
October 22, 2024
From
Insurity
Via
Business Wire
Insurity Announces Glia to Deliver Keynote on Enhancing Insurance Interactions with AI at Excellence in Insurance
October 15, 2024
From
Insurity
Via
Business Wire
Insurity Launches Document Intelligence, Powered by OIP Robotics, Utilizing AI to Enhance Data Extraction Accuracy and Efficiency for Insurers
October 01, 2024
From
Insurity
Via
Business Wire
Insurity’s Underwriting Solution Ranked in Top Quadrant of Celent’s Underwriting Workbench Report for North America and Global Markets
September 25, 2024
From
Insurity
Via
Business Wire
Insurity Named to IDC FinTech Rankings Top 50 for 2024, Recognized by the Industry's Leading Authority in Financial Technology
September 12, 2024
From
Insurity
Via
Business Wire
Insurity Partners with Gain Life to Become the First Major Claims System to Offer a Fully Integrated Claims Communication Platform
September 05, 2024
From
Insurity
Via
Business Wire
52% of Consumers Would Buy from Insurers that Actively Invest in New Technologies to Improve Claims Experience Following Severe Weather, According to Insurity Survey
August 22, 2024
From
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Via
Business Wire
Insurity Launches New Spreadsheet API Solution to Enhance Insurance Product Development
August 13, 2024
From
Insurity
Via
Business Wire
36% of Consumers Would Switch Insurance Providers for Better Severe Weather Coverage, Insurity Survey Finds
August 08, 2024
From
Insurity
Via
Business Wire
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