"An investment in knowledge always pays the best interest." 

Ben Franklin - 1781


  SAFE MONEY STRATEGIES

"Let us help you navigate the path to financial security"

CDC Insurance Service, Inc.



Eric S. Wallace
Eric is the founder of CDC Insurance Service, Inc. and has over 40 years of experience helping his clients achieve financial security. Eric and his family have lived in, and actively contributed, to the community of Morgan Hill for over 30 years.

He is past President and remains an active member of the
Morgan Hill Downtown Association, a member of the
Chamber of Commerce, a member in good standing of the Society of Certified Senior Advisors and an approved member
of the National Ethics Bureau.

Our Safe Money advisory team's mission is to create the ideal retirement, free of worry and stress, by putting our clients' retirement “nest egg” in a position to create wealth and work smarter, without exposure to unsuitable risks.

Contact Information:
25 West 4th Street,
Morgan hill, CA 95037

Office: (408) 779-0232 
Eric Wallace   CA Ins. License #0453306
ewallace@garlic.com
 

 
 
   
Number 1 for 2011.

The new "Tax Relief Act" reinstates the estate tax at a maximum rate of 35% with a $5 million exemption for decedents dying after December 31, 2009 and before January 1, 2013.

A very interesting chart of the S&P 500 P/E ratios and historical events!

Just click on the following URL for indexed annuity study By Wharton Financial Institutions Center.
http://fic.wharton.upenn.edu/fic/Policy%20page/RealWorldReturns-revisedFIC.pdf 



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