Charles Perrault, CFP®, CLU®, ChFC®

Visionary
DISC Type : Ds

Vice President, Advanced Planning, Individual Life Insurance, at Prudential at Prudential Financial

East Granby, Connecticut, United States

Overview

Charles is the Vice President of Advanced Planning at Prudential, leveraging over 16 years of experience in financial services. An industry thought leader, he specializes in estate, business, and tax planning strategies for financial professionals. He earned his undergraduate degree in Psychology from the University of Connecticut and frequently speaks at national events.


He applies his Psychology degree to help financial professionals and their clients navigate the complexities of wealth distribution and legacy planning.

Personality Overview

Objective Evaluator

Fast But Thoughtful

Goal-Oriented

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Advanced Estate Planning
His role as VP of Advanced Planning is focused on consulting with financial professionals on complex estate, business, and wealth transfer strategies.
Life Insurance Strategies
He is a subject matter expert in life insurance and educates financial advisors on its applications in tax planning and business succession.
Financial Education
A significant part of his role involves serving as a thought leader and speaking at national and regional events to educate financial professionals.

Media Appearances

Charles has no verified media appearances

Work History

3-2023
Vice President, Advanced Planning, Individual Life Insurance, at Prudential at Prudential Financial
5-2018 - 3-2023
Director, Advanced Markets at Prudential Financial
1-2016 - 5-2018
Manager, Advanced Markets at Prudential Financial
9-2012 - 5-2014
Sales Consultant - Life Insurance at The Prudential Insurance Company of America
8-2011 - 9-2012
Personal Financial Associate at First Niagara Bank

Education

2013 - 2013
Education details unavailable from CFP
2004 - 2008
B.A. from University of Connecticut

More Information

Social Presence :

Prographics :

Exp : 15 Location : East Granby, Connecticut, United States Job Level : Senior Designation : Vice President, Advanced Planning, Individual Life Insurance, at Prudential at Prudential Financial
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Insights For Selling To Charles

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Use phrases like 'your team deserves', 'best in class' etc.
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charles is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Charles

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Charles move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Charles take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Charles

Personality Compatibility


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