Call Us (408) 779-0232 Insurance Agency in  Morgan Hill, CA
CDC Insurance Service / W&K Financial   Insurance Agents
Your Annuity and Life Insurance Specialist in Morgan Hill
                SAFE MONEY STRATEGIES
"Let Eric and Jim assist you with your Annuity and Life Insurance needs"


Eric S. Wallace and James N. Krause are the founders of W&K Financial / CDC Insurance Service. Jim and Eric have over 40 years of combined experience helping individuals and small business owners achieve a worry free retirement.

Jim, Eric and their families have lived in the community of
Morgan Hill for over 30 years. They are active in the Morgan Hill Downtown Association as board members, members of the Chamber of Commerce, members in good standing of the Society of Certified Senior Advisors, BBB accredited business of Santa Clara County and approved members of the National Ethics Bureau.

Their mission is to create the ideal retirement, free of worry and stress, by putting their clients retirement “nest egg” to work harder and smarter without exposure to unsuitable risks.


Thank you for visiting with us!  Please call us at any time if you have questions!

Contact Us
(408) 779-0232 Your Insurance Agents & Agency
Eric Wallace   CA Ins. License #0453306 ewallace@garlic.com
James Krause CA Ins. License
#0E45269 jim@jnkrause.com
25 West 4th Street, Morgan Hill, CA 95037

     

 The GAO report, "Retirement Income: Ensuring Income Throughout Retirement Requires Difficult Choices".

http://www.marketwatch.com/story/retirees-need-less-stocks-more-annuities-2011-07-11?link=MW_story_popular 

Annuities are a SEXY product, Seriously!

Check the site below.
        www.lifehealthpro.com/2011/07/12/annuities-are-a-sexy-product-seriously


FLASH:  
5-16--2012   MARKET WAY UP; IS IT DROPING?    WHY ARE YOU STILL SUBJECTING YOURSELF TO THIS PAIN?

Serious Planning for Your Retirement?


Whether you are already in retirement, approaching retirement, or viewing retirement from several years away, having an organized strategy is critical.
 "Annuities are about as exciting as watching grass grow. But have you noticed just how much your grass grows in a week?"

Today, people are living 20, 30 and even 40 years in retirement. Interestingly, many of them have no idea what it takes to maintain their retirement savings through that period. The main concern people have in retirement is, if they will run out of money? We can provide a detailed look at your retirement income needs and address questions such as:

  1. Can I continue my present standard of living into my retirement years?
  2. When can I retire without running out of money?
  3. How could my situation change during turbulent economic times?
  4. How would it affect my family if I die prematurely?
  5. How would it affect my family if I enter a nursing facility?
  6. What are the possible solutions if my situation changes?

Contact us today for specific answers to the above questions!

Don't delay! We are looking forward to meeting with you. Call our office at 408-779-0232 or simply email us with your questions.

We are here to help you with any of your life insurance and annuity questions. We are skilled professionals and can help you gain a better understanding of the concepts behind insurance including savings, retirement and estate planning strategies.  There are literally thousands of products to choose from, but we can help pinpoint what is best for you and your situation.  Please do not hesitate to contact us if you have questions.



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