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Executive Benefit Solutions
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Executive Benefit Solutions

5851 San Felipe, Suite 885 Houston, TX 77057

Phone:

  • 713-266-4EBS (4327)

Fax:

  • 713-266-6766

E-mail:

  • dalesm@executivebenefit.net

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

We have interesting videos for you to watch on my site.

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Newsletters

  • HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?

    This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.

  • Equity REITs: Is There Room for Real Estate in Your Portfolio?

    This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.

  • Retroactive Social Security Benefits: A Chance to Turn Back Time

    Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

  • Do You Have Enough Life Insurance?

    Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.

More Newsletters »

Calculators

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Savings Accumulation

    Estimate the future value of your current savings.

More Calculators »

Principal Securities Form CRS Customer Relationship Summary

Donald Terry Jr. is licensed in AZ, CA, DE, FL, GA, LA, MD, NV, NC, SC, OH, TX, and VA to offer insurance products and life insurance (including variable life), annuities (including variable annuities), and is securities and advisor registered in TX, NC, NV, SC, LA, OH, FL, MD, AZ, DC, GA, VA, CA, and CO.

This site is not a solicitation of interest in any of these products in any other state. Million Dollar Round Table (MDRT) - (2022) annual membership demonstrates qualifying production and meeting minimum production levels and pay annual dues. Qualification should not be perceived as a recommendation or an endorsement of services.  Use these appropriate disclosure and following link to MDRT:  https://www.mdrt.org/join/member-requirements/ Applicants must continue to submit proof of production by a certifying letter until achieving 10 years membership for Court of the Table. An individual becomes a Qualifying Life (QL) member when approved for the 10 year membership.

IMPORTANT CONSUMER INFORMATION: Donald Terry Jr. may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Donald Terry Jr. that involve either the effecting  or attempting to effect transactions in securities or the rendering of personalized investment advise for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary hisrtory of a  broker-dealer, investment advisor, BD agent or IA representative or any financial institution he represents, contact your state securities administrator.

Insurance products from the Principal Financial Group® are issed by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Prouct Network, Inc. Securities and advisory products and services offered through Principal Securities Incorporated, Member SIPC, a member of the Principal Financial Group®. Donald Terry Jr., Principal Securities Registered Representative and Financial Advisor. Principal National, Principal Life, the Preffered Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Donald Terry Jr., Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Executive BEnefit Solutions is not an affiliate of any company of the Principal Financial Group®.

Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National identification number is 71161.

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework.  The AIF Designation does not mean the holder is acting in a fiduciary capacity.

The Five Star Wealth Manager award was issued on 07/01/2023 by Five Star Professional (FSP) for the time period 10/10/2022 through 05/05/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,347 Houston-area wealth managers were considered for the award; 179 (2% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date. Research Period. 2022: 3215, 176, 5%, 7/1/22, 9/20/21 -4/8/22; 2021: 3133, 173, 6%, 7/1/21. 9/14/20 - 4/30/21; 2020: 3219, 174, 5%, 7/1/20, 9/30/19 - 4/17/20; 2019: 2,992, 209, 7%, 7/1/19, 10/15/18 - 4/26/19; 2018: 3,114, 218, 7%, 7/1/18,  0/27/17 - 5/21/18; 2017: 2,000, 228, 11%, 7/1/17, 10/24/16 - 5/24/17; 2016: 1,763, 437, 25%, 6/1/16, 10/16/15 - 5/16/16; 2015: 2,289, 408, 18%, 7/1/15, 10/16/14 - 5/16/15; 2014: 3,958, 410, 10%, 7/1/14, 10/16/13 - 5/16/14; 2013: 3,001, 504, 17%, 8/1/13, 10/16/12 - 5/16/13; 2012; 2,105, 425, 20%, 7/1/12, 10/16/11 - 5/16/12

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative: 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one clients experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth managers future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.

 

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Check the background of this financial professional on FINRA's BrokerCheck