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AALU/GAMA
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COVID-19 Action Center: Navigating Reentry

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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Small Business Loan Information

To help small businesses and non-profit organizations that have been impacted by financial losses due to the coronavirus outbreak, the Small Business Administration (SBA) will provide an estimated $7 billion in low-interest disaster loans. Learn more about this program and how to access these loans

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Underwriting Series: Part IV: Where Are We Now?

Accelerated Underwriting has been the “new normal” for the past three months due to COVID -19. As we begin to enter into the re-entry phase, where does this leave the life insurance underwriting process? In this webinar, Gonzalo Garcia of Agency One hosts a moderated discussion between previous panelists David Dorans of Clareto, Neal Halder of Principal Financial Group, and Nichole Myers of Swiss Re. These experts discuss the underwriting changes they are continuing to see since we last spoke, and how to bridge adoption of the successes we have experienced due to the pandemic.

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Reg BI is Finally Here – Are Producers Ready? Slide Deck

The compliance deadline for Reg BI is June 30, 2020. Join Crump Life Insurance Services’ Christie Corado, M Holding Securities’ Bridget McNamara-Fenesy, and Faegre Drinker Biddle & Reath LLP’s Brad Campbell in a moderated discussion with AALU/GAMA’s Armstrong Robinson on what is changing and what you need to do to be prepared.

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Reg Bi is Finally Here Are Producers Ready?

The compliance deadline for Reg BI is June 30, 2020. Join Crump Life Insurance Services’ Christie Corado, M Holding Securities’ Bridget McNamara-Fenesy, and Faegre Drinker Biddle & Reath LLP’s Brad Campbell in a moderated discussion with AALU/GAMA’s Armstrong Robinson on what is changing and what you need to do to be prepared.

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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. In this installation, Josh Caron and Alex Cisneros answer member questions and help with challenges our profession is facing regarding loans through the Paycheck Protection Program (PPP).

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Flipping the Switch: Interviewing the Experts

Ben Yin, co-founder, principal, and advisor with Generational Financial Partners, asks AALU/GAMA’s Armstrong Robinson the top questions being posed today by members of our profession. How will the current pandemic impact your clients? How are the policy updates coming from D.C. changing the way you run your business? Tune into this special webcast to get all of these answers and more!

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Will COVID-19 Produce a Political Earthquake?

The vast effects of COVID 19 are evident not only in our society, cultural norms, and health, but also our personal and community economics. However, these effects are not universally shared; quite to the contrary, the impact it is having on one’s family, job, and daily life is heavily dependent on geography, race, and economic standing. The popularized notion of living in a bubble of one’s own curated reality has calcified through the stay at home phase of COVID-19 response.

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Underwriting Series: Part III: Flash Forward

What is the Future of Life Insurance Underwriting in a post COVID-19 World? In this webinar, our panel of experts lead a thought-provoking conversation around what to expect in the coming months. These experts will discuss how agents and advisors are more important than ever as they guide clients through these unprecedented times and beyond.

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*You Ask, We Answer: PPP Loan Forgiveness and 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 9, 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 your loan through the Paycheck Protection Program (PPP).

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Interactive Q&A

There are many questions around the SBA Loan Programs. AALU/GAMA is here with the answers! Check out our interactive Q&A for general information and help determining which program is best for you.

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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