May 21, 2020 @ 2:00 pm – 2:45 pm





Prudential: Demystifying Estate Planning to Grow Your Practice


Valuable topics include:

  • How to protect clients:
    • Power of attorney
    • Medical Directives o Guardianship
    • Business transfer o Life Insurance
  • How to protect client legacies
    • Creating a will
    • Understanding estate tax laws o Establishing a trust and beneficiary reviews
  • How to implement tax reduction strategies
    • Lifetime and annual gifts o Trusts

Webinar Information

  • Attention – there is no dial-in for this webinar.
  • Audio will stream through your computer speakers or mobile device. Please adjust the volume as needed.
  • If you don’t have speakers, you may be able to hear the webinar by plugging in headphones.
  • For best audio experience, ON24 recommends these web browsers: Firefox, Chrome, IE11.
  • All questions should be sent via the Q&A chat window.
Donna M. Scalaro, JD*
Donna M. Scalaro, JD*
Vice President, 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. She is a frequent speaker on such topics.

Donna joined Prudential in January of 2013 through The Hartford acquisition. Prior to that, Donna had been aDirector 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 elder law.

She is admitted to the bar in Connecticut and is FINRA Series 6, 26 and 63 registered.

Not in the practice of law for Prudential *