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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
PRODUCTS
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
INDEX FUNDS
Total Asset Fund (TAF)
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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USAA Named “Claims Champion of the Year” and “Policyholder Experience Knockout” Award Recipient at Excellence in Insurance Innovation, Sponsored by Insurity
November 29, 2022
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Business Wire
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Business Wire
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Midwest Builders’ Casualty Group Wins Award for “Excellence in Premium Growth for a Monoline Carrier” at Excellence in Insurance Innovation, Sponsored by Insurity
November 03, 2022
From
Insurity
Via
Business Wire
Zurich North America Wins Award for “Digital Experience Champion” at Excellence in Insurance Innovation, Sponsored by Insurity
November 01, 2022
From
Insurity
Via
Business Wire
Benjamin Bomhoff Wins Award for “CTO of the Year” at Excellence in Insurance Innovation, Sponsored by Insurity
October 31, 2022
From
Insurity
Via
Business Wire
Insurity Hosts Partner Day for its System Integrator Partners, Highlighting Deep Investments into its Partnership Ecosystem
October 26, 2022
From
Insurity
Via
Business Wire
Beth Phalen, Former President of Dell EMC’s Data Protection Division, Joins Insurity’s Board of Directors
October 18, 2022
From
Insurity
Via
Business Wire
Insurity Hosts Excellence in Insurance Innovation, the Largest Customer Event in Its History
October 11, 2022
From
Insurity
Via
Business Wire
Excellence in Insurance Innovation Conference, Sponsored by Insurity, to Recognize Eight Best-in-Class Industry Innovators
September 13, 2022
From
Insurity
Via
Business Wire
Recoop Disaster Insurance Partners with Insurity to Launch New Cloud-based Customer Platform in 39 States
September 07, 2022
From
Insurity
Via
Business Wire
Insurity Offers Plug-and-Play Digital Solutions to Enable P&C Carriers to Meet Emerging Needs of the Insurance Ecosystem
August 30, 2022
From
Insurity
Via
Business Wire
Insurity Announces Ellen Carney, Principal Analyst at Independent Research Firm, to Make Keynote Address at Excellence in Insurance Innovation
August 11, 2022
From
Insurity
Via
Business Wire
Insurity Hosts Its Largest Analytics Summit in Company History, Gathering P&C Industry Leaders to Discuss the Latest Innovations in Data and Analytics
August 05, 2022
From
Insurity
Via
Business Wire
Insurity Partners with MPX to Improve Mail, Print, and Digital Fulfillment Across P&C Insurance Interactions
August 04, 2022
From
Insurity
Via
Business Wire
Beazley Chooses Insurity's Sure Program Underwriting Distribution Solution to Automate Distribution And Validate Data for its New PAF Product
July 26, 2022
From
Insurity
Via
Business Wire
Insurity Announces Michael Schrage, Author and MIT Research Fellow, to Make Keynote Address at Insurity Analytics Summit 2022
June 23, 2022
From
Insurity
Via
Business Wire
Insurity Forms Partnership with ClaimBender™ to Help Reduce Workers’ Compensation Costs for Customers through Actionable Data and Analytics
June 07, 2022
From
Insurity
Via
Business Wire
Insurity Recognized as a Strong Performer in P&C Claims Management Systems Evaluation
May 31, 2022
From
Insurity
Via
Business Wire
Insurity Launches Cloud-Based Sure Underwriting Workbench to Streamline the Underwriting Process, Offering P&C Carriers a 50% Off Discount for a Limited Time
May 03, 2022
From
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Via
Business Wire
Victory Insurance to Expand Digital Payment Optionality for Policyholders via Insurity’s Sure Claims Payments Service
April 13, 2022
From
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Via
Business Wire
Insurity Provides the Most Digitally-Advanced Solution for the Global Cargo Market following the Lloyd’s Certificate Office Closure
March 22, 2022
From
Insurity
Via
Business Wire
Insurity Announces More Than 400 Customers Now Successfully Deployed in the Cloud
February 17, 2022
From
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Pennsylvania Lumbermens Mutual Insurance Company Goes Live with Insurity’s Cloud-Based Sure Underwriting to Speed and Strengthen Underwriting through Automation
February 11, 2022
From
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Insurity Completed 52 Customer Go-Lives On Its Configurable Cloud-Native Platform in 2021
January 20, 2022
From
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Stonetrust Commercial Insurance Company Goes Live with Insurity’s Workers’ Comp Suite to Improve Data Access and Underwriting Efficiency
January 13, 2022
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Via
Business Wire
Insurity to Provide Free Cloud-Based Digital Payments for P&C Carriers in 2022
January 06, 2022
From
Insurity
Via
Business Wire
SteadPoint Insurance Group selects Insurity's Workers' Comp Suite to expand rapidly into all 50 States
January 06, 2022
From
Insurity
Via
Business Wire
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