10-Minute Mondays: Annual Reviews & Mirrored Loans

Overview
Title: 10-Minute Mondays: Annual Reviews & Mirrored Loans

Date: Monday, January 22, 2024

Time: 2:00 PM Eastern Standard Time

Duration: 15 minutes

Summary
Webinar Information:

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Speakers

The speaker will be:
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.