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home
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Brochure Supplement Dominick Savo
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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
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Inszone Insurance Services Expands in the Midwest with Acquisition of Ohio Valley Insurance
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Inszone Insurance Services Acquires Charles James Cayias Insurance Inc. of Salt Lake City, Utah
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Inszone Insurance Services Expands Colorado Presence with Acquisition of Sample Insurance Group
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December 24, 2025
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December 24, 2025
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Inszone Insurance Services Expands Benefits Department in Michigan with Acquisition of Voyage Benefits, LLC
December 23, 2025
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Inszone Insurance Services Welcomes Felipe Cuartas as Vice President of Growth & Innovation
November 18, 2025
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Inszone Insurance Services Expands in Colorado with Acquisition of Complete Coverage Insurance Agency
November 04, 2025
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Inszone Insurance Services Expands in California with Acquisition of Western Republic Insurance Services
October 30, 2025
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Inszone Insurance Services Acquires Employee Benefits Book of Business from Josten Financial, Ltd.
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Inszone Insurance Services Welcomes Geoff Hatfield as President
September 30, 2025
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Inszone Insurance Services Expands into Arkansas with Acquisition of Arkansas Best Insurance Agency, Inc.
September 25, 2025
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Inszone Insurance Services Expands into Texas with Acquisition of Head Insurance
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Inszone Insurance Services Expands Presence in Kansas with Acquisition of Parker-Haskins Insurance
September 23, 2025
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Inszone Insurance Services Expands into Kentucky with Acquisition of Lexington Insurance Agency
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Inszone Insurance Services Expands in Oregon with Acquisition of High Desert Insurance and Group, LLC
September 09, 2025
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Inszone Insurance Services Expands Benefits Offerings and Enters Montana Market with Acquisition of Rocky Mountain Insurance Group, LLC
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Inszone Insurance Services Achieves #29 Rank Among Top 100 Property/Casualty Agencies Nationwide
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Inszone Insurance Services Expands Arizona Presence with Acquisition of Green Planet Insurance, LLC
July 31, 2025
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Inszone Insurance Services Expands Personal Lines Expertise with Acquisition of Beasy Insurance Services
July 29, 2025
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Inszone Insurance Services Expands Northern California Presence with Acquisition of McFarland Commercial Insurance Services, Inc.
July 22, 2025
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Inszone Insurance Services Strengthens Midwest Presence with Acquisition of Snell-Nelson Insurance Agency, Inc.
July 17, 2025
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Inszone Insurance Services Expands Presence in Oklahoma with Acquisition of Stephenson, Baggs & Guthrie, LLC
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