Decades of Industry Experience
Deep experience in the annuity and retirement industry gives CDA a strong understanding of the products, strategies, and relationships that help support successful retirement planning.
About CDA
Experience. Relationships. Retirement Strategies.
CDA of America brings decades of experience in the annuity and life insurance industry, including product development, distribution and retirement strategies. Based in West Palm Beach, Florida, we serve clients and financial professionals across the country.
Our approach is relationship-driven, not one-size-fits-all. We take the time to understand what matters to you, explore the options available and help you make informed decisions about your financial future.
From retirement income and principal protection to growth strategies, life insurance and legacy planning, we provide access to solutions from established insurance carriers — with your goals and priorities at the center.
A Legacy of Experience
Since 1978, CDA has been built on strong relationships, deep industry experience, and thoughtful retirement strategies designed to help individuals approach retirement with greater confidence.
Strong Carrier Relationships
Long-standing relationships across the insurance industry allow CDA to provide access to highly rated carriers and a broad range of annuity solutions.
A Relationship-First Approach
We believe retirement planning is personal. Our approach begins with understanding each individual's goals, concerns, and priorities before exploring potential solutions.
Focused on the Future
CDA combines decades of industry experience with today's technology and resources to provide a more modern, informed approach to retirement planning.
A Family Business Built on Relationships
For more than four decades, CDA has grown through relationships—with clients, financial professionals, and insurance carriers across the industry. As a family-owned business, we believe trust is earned through experience, personal attention, and doing what is right for the people we serve.
Today, CDA continues that tradition from our home in West Palm Beach, Florida, combining more than four decades of experience with a modern, personalized approach to retirement planning.
Our focus remains the same: helping people better understand their options and make informed decisions as they prepare for the years ahead.
Established 1978
Founded by Patrick J. Sheehan with roots in the fixed annuity industry.
Nearly 100 Products Developed
Designed or co-designed for insurance carriers throughout CDA’s history.
Built on Industry Relationships
Decades of experience working with insurance carriers, financial professionals, and financial institutions.
Let’s Start With Where You Are
Take the Retirement Reality Check to explore your priorities and get a clearer picture of the areas that may deserve your attention.