April 28, 2026

The morning’s presenters were Lorenzo McNulty from New York Life, and Daks McClettie, a State Farm agent.

Whenever the Forum welcomes to the presenters’ table the kinds of professionals who are limited in what they can say because of professional ethical standards, industry or government regulations or employers’ guidelines, the Q&A becomes a bit opaque.

People have specific questions about their life situation. The answers to what wealth accumulation strategies or life insurance policies would be best depend on a folder full of details. Even if the questioner were willing to share all that information in public, any answer might not be appropriate for the person sitting in the next chair.

So in the video below are some words, some concepts, some products. Viewers might learn some new concepts, ways that might give their family some additional income, or savings, or assistance in the event of the unthinkable. May the presentation be an opportunity for thought, and maybe even action.

– Steve Johnston