"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


College Funding Made Simple
Today’s reality: the cost of college is skyrocketing – even for in-state universities. Speak to any provost or University president and you’ll hear the same story: there is no end in sight to ever-increasing tuition costs given shrinking state education budgets and ever-higher costs to deliver a quality undergraduate curriculum. Rest assured. There are dynamic solutions to counter these sobering realities and Cash-Value Life Insurance provides you and your family with the right tool for the job.

Simply Research, Quote, and Purchase the best option based on your needs right from this website using the simple online College Funding Proposal Request 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. After you submit this form, we will contact you to discuss your needs. Please feel free to contact us at ANY time.

Visit our Library of information to learn about Cash Value Life Insurance as well as other types of insurance, from the basic product types all the way up to advanced financial planning.

Use our online, College Funding Proposal Request to begin the process as we gather quotes from the top carriers in the industry in order to find the best product and rate for you and your needs. All of our quotes 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 Retirement Audit 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.

College Funding Proposal
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
Age of Child Going to College
Desired Amount Per Year
Number of Years to Support
Type in this number: 242281

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