March 9, 2023 @ 2:00 pm – 3:00 pm


Market uncertainty, inflation, and tax erosion put a client’s legacy assets in danger. Learn how to reposition a client’s legacy assets into life insurance to help counter these factors.

Join Charles Perrault III as he shows you exactly how the Complete the Dream strategy works and find more about it to bring it to life on the Trimester Sales Strategies site.

Charles E. Perrault III, CFP ®, CLU ®, ChFC ®
Charles E. Perrault III, CFP ®, CLU ®, ChFC ®
Director, Advanced Planning
Prudential Financial, Inc.

Chuck Perrault joined Prudential’s Advanced Planning team in 2014, and currently brings over seven years of experience to the role. As part of Advanced Planning, Chuck has helped producers develop and close a variety of complex cases, including being a leading resource for Mirrored Loans cases and questions. Chuck is also responsible for producing much of the marketing presentations and content seen at our meetings. In addition to those responsibilities, Chuck is on the road weekly to present at meetings and conferences around the country. Prior to joining Advanced Planning, Chuck began his career at Prudential as a Sales Consultant. He was awarded the Sales Consultant of the Year in 2014.

Chuck holds a bachelor’s degree in Psychology from the University of Connecticut. Additionally, Chuck has obtained his Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designations. He currently resides in NJ.

Donna M. Scalaro, JD*
Donna M. Scalaro, JD*
VP, Advanced Planning, Individual Solutions Group

Donna Scalaro is a Vice President in the Advanced Planning Group of Prudential. In this role she consults with Prudential’s sales force and distribution partners to provide technical knowledge and support for life insurance sales and marketing in the areas of estate, business, charitable, wealth transfer and retirement planning.

Donna joined Prudential in January of 2013 through the acquisition of The Hartford’s individual life division by Prudential. Prior to that, Donna had been a Director with The Hartford’s Advanced Markets group beginning in 1996. Before joining The Hartford, Donna was a practicing attorney in law firms in Connecticut for nine years, specializing in estate planning, estate settlement and elderlaw.

A graduate of Hofstra University School of Law in Hempstead, New York, Donna was cited as the distinguished graduating law school student who achieved excellence in Wills, Trusts and Estates. She completed her undergraduate work at Central Connecticut State University, New Britain, Connecticut, earning a Bachelor of Science degree in Accounting, Summa Cum Laude and ranked number one in her major. She is admitted to the bar in Connecticut.

*Not in the practice of law for Prudential