Profile: Eric Wallace

Eric S. Wallace is the founder of CDC Insurance Service, Inc. and has over 40 years of experience helping his clients achieve a worry-free retirement.

Eric and his family have lived in 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.

Eric’s mission is to create the ideal retirement, free of worry and stress, by putting his clients’ retirement “nest egg” in a position to create wealth and work smarter, without exposure to unsuitable risks.

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CDC Insurance Service, Inc.

Eric Wallace
(408) 472-0717

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Eric Wallace

25 W. 4th St. Margan Hill, CA 95037

(408) 472-0717

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Disclaimer: The information presented here is intended as information only and is not intended to repesent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.