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home
about us
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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
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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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Sample Portfolio
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Quarterly Performance Reports
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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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Fees
Implementation
Legal Services
Termination
Professional Alliance Network
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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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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Insurity
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Acuity Earns Top Claims Award at Excellence in Insurance, Sponsored by Insurity
October 23, 2023
From
Insurity
Via
Business Wire
Excellence in Insurance, Sponsored by Insurity, to Recognize 6 Best-in-Class Industry Innovators
September 29, 2023
From
Insurity
Via
Business Wire
Glia and Insurity Partner to Enhance Claims Management Process for Customers and Agents
September 26, 2023
From
Insurity
Via
Business Wire
Insurity’s Sure Submission Gateway, Purpose-Built for Managing Delegated Authority and the London Market, Accelerates the Underwriting Process Up to 80% for Insurers and MGAs
September 13, 2023
From
Insurity
Via
Business Wire
Insurity Celebrates its 15-Year Partnership with RCG Global Services, Marking a Legacy of Trust, Growth, and Digital Transformation
September 06, 2023
From
Insurity
Via
Business Wire
Insurity Announces Bradley Bodell, Chief Information Officer at Ryan Specialty, to Give Keynote Address at Excellence in Insurance Conference
August 31, 2023
From
Insurity
Via
Business Wire
Insurity Launches Circ, a Best-in-Class Solution for Seamlessly Managing Regulatory Changes, and Expands Its #1 Market Position as the Software Provider Managing Regulatory Changes for Over 125 P&C Insurers
August 29, 2023
From
Insurity
Via
Business Wire
Web Connectivity Limited Partners with Insurity to Further Expand its Sure Underwriting Solution to the London Market
August 15, 2023
From
Insurity
Via
Business Wire
Victory Insurance Goes Live on Insurity's Sure Claims Payments, Allowing Near Instant Delivery of Claims Payments and Increased Payment Optionality for Policyholders
August 08, 2023
From
Insurity
Via
Business Wire
Concirrus Partners with Insurity to Develop and Deliver Predictive Data Models for Enhanced Cargo Risk Management and Pricing Insights
July 27, 2023
From
Insurity
Via
Business Wire
Insurity Hurricane Guide: Automation and Analytics Empower P&C Insurers to Combat the Rising Costs of Hurricanes
July 25, 2023
From
Insurity
Via
Business Wire
Rented Mule Consulting Partners with Insurity to Quickly Implement Core System Functionality for Growth-Focused Insurers and MGAs
July 20, 2023
From
Insurity
Via
Business Wire
Insurity Announces Stefan Holzberger, Chief Rating Officer at AM Best, to Lead Fireside Chat at Excellence in Insurance Conference
July 19, 2023
From
Insurity
Via
Business Wire
GeoX Partners with Insurity to Provide P&C Insurers with Enhanced Risk Assessment Using Machine Vision and Deep Learning Technology
June 27, 2023
From
Insurity
Via
Business Wire
Insurity and e2Value to Provide P&C Insurers with Straightforward Valuations and Replacement Costs, Enabling Better Risk Management
June 06, 2023
From
Insurity
Via
Business Wire
Insurity Event Response Guide: P&C Insurers Can Dramatically Reduce Time Spent on Event Response with Intuitive, Proactive Data Analysis
May 23, 2023
From
Insurity
Via
Business Wire
Insurity to Provide Sure Claims Payments as a Standalone Offering, Allowing Insurers to Go Live with the Cloud-Based Solution in Just 4 Weeks
May 17, 2023
From
Insurity
Via
Business Wire
Insurity and VIPR Solutions Unite for Seamless, Automated Program Management
May 09, 2023
From
Insurity
Via
Business Wire
ATMECS Global Inc. Partners with Insurity to Rapidly Implement Cloud-Based Solutions to Major P&C Carriers
April 27, 2023
From
Insurity
Via
Business Wire
Insurity Becomes the Largest Cloud Software Vendor Serving 400+ P&C Insurers in the Cloud, Including 330 in AWS and Azure Public Cloud
April 20, 2023
From
Insurity
Via
Business Wire
Insurity Expands its Cloud-Based Sure Underwriting Workbench to the London Market, Enabling Insurance Companies and Lloyd's Managing Agencies to Accelerate Underwriting Transformation
April 18, 2023
From
Insurity
Via
Business Wire
Insurity Partners with Attestiv to Provide AI-Powered Automation and Enhanced Fraud Protection for P&C Insurance Carriers
March 28, 2023
From
Insurity
Via
Business Wire
Insurity’s Annual Event, Excellence in Insurance, Set to Attract the Largest Number of Carriers & MGAs Using Cloud-Based Software
March 23, 2023
From
Insurity
Via
Business Wire
Trusted by 22 of the Top 25 Property and Casualty Carriers, Insurity Strengthens Its Position as a Top 2 Core System Provider for P&C Software
March 22, 2023
From
Insurity
Via
Business Wire
Insurity’s Cloud-Based Sure Underwriting Workbench Now Available in the Microsoft Azure Marketplace
March 16, 2023
From
Insurity
Via
Business Wire
Aite-Novarica Group Recognizes Insurity as a Prominent Provider of Premium Audit Solutions
February 28, 2023
From
Insurity
Via
Business Wire
Insurity Expands Commitment to the MGA Market, Creating the Most Comprehensive MGA Product Suite for the Open Digital Ecosystem
January 18, 2023
From
Insurity
Via
Business Wire
Insurity Launches New Analytics Feature for Sure Premium Audit, Enabling P&C Carriers to Improve Efficiency of Their Premium Auditing Processes by 15%
January 12, 2023
From
Insurity
Via
Business Wire
Chris Lafond, Chief Executive Officer at Insurity, Accepted into Forbes Technology Council
January 04, 2023
From
Insurity
Via
Business Wire
Insurity Enables Digital Payments to Transform Claims Payments Process for P&C Insurance Organizations
December 13, 2022
From
Insurity
Via
Business Wire
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