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AALU/GAMA
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COVID-19 Action Center

As we work together to ensure the American people feel safe and secure during this novel time, AALUGAMA is here to provide guidance and resources to our members and the entire financial security profession. We are a community that all are facing similar hurdles and we are providing the most comprehensive, up-to-date news and information in order for you to continue serving your clients and supporting your business. 

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*You Ask, We Answer: PPP Loan Forgiveness & Application Process – Slide Deck

The “You Ask, We Answer” webinar series is a live, interactive experience hosted by AALU/GAMA experts to answer our members’ questions about current hot topics. Join Josh Caron and Alex Cisneros on June 4, at 11:00 a.m. EDT, for the next installation of our series. Our team will answer your specific questions and help with challenges you’re facing regarding your loan through the Paycheck Protection Program (PPP).

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*You Ask, We Answer: PPP Loan Forgiveness & Application Process

The “You Ask, We Answer” webinar series is a live, interactive experience hosted by AALU/GAMA experts to answer our members’ questions about current hot topics. Join Josh Caron and Alex Cisneros on June 4, at 11:00 a.m. EDT, for the next installation of our series. Our team will answer your specific questions and help with challenges you’re facing regarding your loan through the Paycheck Protection Program (PPP).

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I Got My PPP Loan. Now What?

Use the information below to help guide you as you put your PPP loan to use.

Have a question that isn’t covered below? Head to the AALU/GAMA COVID-19 Action Center for more resources.

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Multiline Series: Pt III: How to Build Trust And Confidence Virtually

Trust is a critical part of any relationship. We build relationships with others based on trust, and that relationship evolves as trust increases/decreases. As virtual selling becomes the new normal, agents and advisors have to become more comfortable building trust via online connections. Join our experts for the third part of our COVID-19 series on how to build trust and confidence in a socially distant world.

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*You Ask, We Answer: PPP Loan Forgiveness & Application Process

The “You Ask, We Answer” webinar series is a live, interactive experience hosted by AALU/GAMA experts to answer our members’ questions about current hot topics. Join Armstrong Robinson and Josh Caron on ​May 28, at 1:00 p.m. EDT, for the next installation of our series. Our team will answer your specific questions and help with challenges you’re facing regarding the recently released PPP loan forgiveness form and guidelines.

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PPP Loans: What You Need To Know

The PPP loan forgiveness application is out! Join AALU/GAMA’s Armstrong Robinson and Josh Caron, as they walk participants through the newly released PPP Loan Forgiveness Application and provide updates and clarifications on PPP loan forgiveness.

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What's New

PDF: SEC Regulation Best Interest Takes Effect on June 30 What Producers Need to Know

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PDF: I Got My PPP Loan. Now What?

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Video: *You Ask, We Answer: PPP Loan Forgiveness & Application Process

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VIDEO: My PPP Loan Was Approved – Now What?

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ALERT: PPP Certification & Disclosure 

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ALERT: SEC Says PPP Loans MAY Require Disclosure to Clients

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What's Next

Multiline Series: Part IV: How to Close Business & Series Wrap Up
Speakers: 
Joe Gergely of COUNTRY Financial, Mark Miletello of American National Insurance Company, Michelle Hubert of Farm Bureau Financial Services, and Troy Korsgaden of Korsgaden International
Date/Time: Monday, June 8, at 11:00 a.m.

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PPP Loans: Changed Again and Yes, You Need to Know
Speakers: Armstrong Robinson, Josh Caron, and Alex Cisneros of AALU/GAMA
Date/Time: Tuesday, June 9, at 11:00 a.m.

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*You Ask, We Answer: PPP Loan Forgiveness & Application Process (MEMBERS ONLY)
Speakers: Josh Caron, and Alex Cisneros of AALU/GAMA
Date/Time: Tuesday, June 9, at 1:00 p.m.

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Will COVID-19 Produce a Political Earthquake?
Speakers: Armstrong Robinson of AALU/GAMA, and Josh Holmes of Cavalry
Date/Time: Wednesday, June 10, at 11:00 a.m.

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Underwriting Series: Part III: Flash Forward
Speakers: Gonzalo Garcia of AgencyONE, Colin Devine of C. Devine, Associates & Health Catalyst Capital, and Trey Reynolds of MIB Group Inc.
Date/Time:
Thursday, June 11, at 1:00 p.m. 

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Underwriting Series: Part IV: Where Are We Now?
Speakers: 
Gonzalo Garcia of AgencyONE, Nichole Myers of Swiss Re's, Dave Dorans of Clareto, and Neal Halder of Principal Financial Group
Date/Time:
 Thursday, June 25, at 1:00 p.m. 

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What's Noteworthy

A Guide to the SBA Loan Programs For Statutory W2 Employees and Independent Contractors

If you receive wages as a “statutory” W2 employee or as an independent contractor, you are eligible for both the Paycheck Protection Program (PPP) loans and its loan forgiveness program, and also the SBA’s Economic Injury Disaster Loan (EIDL) program.

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