"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

Fixed Annuities are designed to meet long term retirement income needs. Annuities guarantee lifetime income, guarantee against loss of principal, avoid probate and provide a guaranteed death benefit for beneficiaries!

        We have heard it said; "Annuities are about as exciting as watching grass grow. But have you noticed just how much your grass grows in a week?"


An annuity is a contract between an individual ("annuitant") and an insurance company. The annuitant agrees to pay the insurance company a single payment or a series of payments, and the insurance company agrees to pay the annuitant an income, starting immediately or at a later date, for a specified time period. Under current tax law, money put into an annuity grows on a tax-deferred basis until the annuitant begins receiving his accumulated fund as an income. That means that one hundred percent of your earnings are reinvested in an annuity and allowed to compound -- or grow -- without having to pay taxes on earnings.

How to Get Started
Annuities offers many advantages including tax-deferred growth, lifetime income, liquidity, a death benefit and much more.  Because of the number of options, you need a licensed professional who can help you determine what is the best product for your needs.  Just give us a call and we will help you with your questions and give you any information that you need.

Check out this website for more information regarding annuities.


And according to articles posted on Market Watch, check this article;


Annuity Quote Request
If you are interested in annuities, please fill out the form below and we will contact you as soon as possible.

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Type in this number: 132624

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