April 22, 2021 @ 2:00 pm – 3:00 pm




Legacy Advantage: An Asset Repositioning Strategy


This webinar introduces the Legacy Advantage and Asset Repositioning concept to financial professionals, reviews the client profile, and showcases how the strategy works through a case study.

Join Charles Perrault III, CFP®, CLU®, Director of Advanced Planning, as he explains how the Legacy Advantage strategy can help mitigate the risks that taxes and chronic illness can pose to the value of a client’s legacy.


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

Donna is a Vice President in the Advanced Planning group of Prudential’s Individual Solutions Group. 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 and business planning, charitable giving, wealth transfer and retirement planning.

*Does not provide legal advice or practice law as an attorney for Prudential

Charles Perrault III, CFP®, CLU®
Charles Perrault III, CFP®, CLU®
Director, Advanced Planning Individual Solutions Group
Prudential Financial, Inc.

Chuck Perrault joined Prudential’s Advanced Planning team in 2014, and currently brings over six 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. In addition to case work, 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®) and Chartered Life Underwriter (CLU®) designations. He currently resides in NJ.