Insights

Niche Insurance Educated Financial Solutions targets education professionals with specialized car and home insurance savings, presenting a clear niche for partnerships with school districts, educator associations, and supplier programs to expand reach.

Workforce Profile With a creator-like business model focused on education sector employees and a small internal team, there is a strong opportunity to scale via channel partnerships, broker networks, and calls to action aimed at teachers and administrators.

Strategic Partnerships Leverage the existing educator-centric positioning to partner with educational organizations, unions, and retirement planners to cross-sell insurance, retirement planning services, and bundled financial solutions.

Tech Enablement Utilize current tech stack and analytics capabilities to tailor campaigns for educators, track engagement, and optimize onboarding through digital channels, enabling scalable growth with low overhead.

Growth Signals Revenue in the mid-range suggests market demand; focus on expansion into regional education markets, build reference cases with similar insurers, and target mid-sized districts for rapid incremental sales.

Similar companies to Educated Financial Solutions

Educated Financial Solutions Tech Stack

Educated Financial Solutions uses 8 technology products and services including Snowplow, Usercentrics, Duda, and more. Explore Educated Financial Solutions's tech stack below.

  • Analytics
  • Consent Management
  • Content Management System
  • JSON-LD
    Javascript Frameworks
  • MobX
    Javascript Libraries
  • Platform As A Service
  • HSTS
    Security
  • Google Analytics
    Web Analytics

Educated Financial Solutions's Email Address Formats

Educated Financial Solutions uses at least 1 email format:
Educated Financial Solutions Email FormatsExamplePercentage
First@daletaylorgroup.comJohn@daletaylorgroup.com
100%

Frequently Asked Questions

What is Educated Financial Solutions's official website and social media links?

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Educated Financial Solutions's official website is daletaylorgroup.com and has social profiles on LinkedIn.

How much revenue does Educated Financial Solutions generate?

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As of October 2026, Educated Financial Solutions's annual revenue is estimated to be $10M - $25M.

What is Educated Financial Solutions's SIC code and NAICS code?

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Educated Financial Solutions's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Educated Financial Solutions have currently?

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As of October 2026, Educated Financial Solutions has approximately 1 employees across 1 continents, including North America. Key team members include Founder/Owner: D. T. Explore Educated Financial Solutions's employee directory with LeadIQ.

What industry does Educated Financial Solutions belong to?

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Educated Financial Solutions operates in the Insurance industry.

What technology does Educated Financial Solutions use?

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Educated Financial Solutions's tech stack includes Snowplow, Usercentrics, Duda, JSON-LD, MobX, Microsoft Azure, HSTS and Google Analytics.

What is Educated Financial Solutions's email format?

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Educated Financial Solutions's email format typically follows the pattern of First@daletaylorgroup.com. Find more Educated Financial Solutions email formats with LeadIQ.

When was Educated Financial Solutions founded?

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Educated Financial Solutions was founded in 2008.
Educated Financial Solutions logo

Educated Financial Solutions

InsuranceNew Mexico, United States0-1 Employees

Educated Financial Solutions operates in the insurance sector with a focus on educators. The program partners with preferred insurers to offer discounts on auto and home insurance tailored to education professionals, acknowledging their responsible lifestyles and driving habits. It also provides retirement planning assistance to support educators' long-term financial needs.

Based in Albuquerque, New Mexico, the organization appears to have a very small staff. Its primary customers are school employees, for whom it facilitates educator-focused insurance savings through insurer partnerships and related retirement planning support. The company positions itself within the broader insurance industry as a facilitator of specialized savings for educators through collaborations with insurers, and it offers planning services beyond coverage.

Section iconCompany Overview

SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2008
Employees
0-1

Section iconFunding & Financials

  • $10M - $25M

    Educated Financial Solutions's revenue is estimated to be in the range of $10M - $25M

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