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

Ben Franklin - 1781


"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


Retirement Planning Made Simple
With 78 million Baby Boomers entering retirement, they are changing the very definition of retirement for themselves and generations to come. We all have questions: Will Social Security be around for us to rely on? Will it even exist when we’re ready to retire? My retirement plan is stagnant and traditional investment vehicles are either too volatile (stock market – including equities, mutual funds, ETF’s, etc.) or illiquid and a tax burden (Real Estate) with still too much risk. We want protection from high interest rates and the inevitable tax increases coming our way. Where can we turn? Cash-Value Life Insurance is Flexible, Tax-Free Cash Growth with many beneficial features including cash accumulation, accessibility today and death benefit for your beneficiaries tomorrow.

Simply Research, Audit & Evaluate, and Purchase the best option based on your needs right from this website using the simple online 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.

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.

Audit & Evaluate
Simply fill out the Retirement Audit 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 our audits and proposals are free with no obligations.

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 College Funding 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.

Free Retirement Audit
Please fill out the form below and we will contact you as soon as possible.

First Name
Last Name
Phone Number
Date of Birth
Tobacco Use
Desired Retirement Age
Current Plan
Current Plan Value
Other Investments For Retirement (Type/Value)
Type in this number: 722003

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