"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
 

 
 
   




Cash-Value Life Insurance Made Simple
Whether you are newly married, have a young family, are in the sweet spot of your working life and career with college planning needs, or soon entering retirement, the old “tried and true” investment options are no longer valid in providing protection, security, and planning for your and your family’s future. Stocks are too risky and volatile. Real Estate is illiquid and a tax burden, is there any financial tool out there today that offers you excellent risk mitigation, ultimate flexibility to access funds penalty-free, freedom from tax burdens, and security for retirement as well as your family when you pass away? The Solution: Cash-Value Life Insurance. This is Insurance of a different color and capability to meet the varied needs of a modern time. Cash-Value Life Insurance is flexible, tax-free cash growth with many beneficial features including cash accumulation, accessibility today and death benefit for beneficiaries tomorrow.

Simply Research, Evaluate, and Purchase the best option based on your needs right from this website using the simple online Cash-Value Proposal form, below. We are here to support you and are available to answer any questions you may have to find the best fit for your needs. Please feel free to contact us at ANY time.

Research
Visit our Library of information to learn more about Cash-Value Life and other types of insurance, from the basic product types all the way up to advanced financial planning.

Evaluate
Simply fill out the Cash-Value Life Proposal Request form, below, and you are well on your way to understanding how Cash Value Life Insurance is the right tool in today’s current investment environment for your needs today and into the future. All of proposals are free with no obligations.

Purchase
We are here to make the purchase process as simple as possible. We know how valuable your time is and we pride ourselves in tailoring our service around your unique needs.

Get Started Today
Simply fill out the Cash-Value Life Proposal Request form below to get the best quality Cash Value life insurance options available. Want to learn more? Simply watch any of our Cash Value Life Insurance videos here or email us with any questions.


Cash Value Proposal Request
Please fill out the form below and we will contact you as soon as possible.

First Name
Last Name
Phone Number
Email
Date of Birth
Tobacco Use
Desired Death Benefit
Available Monthly Contribution
Comments
Type in this number: 482285




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