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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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Underwriting

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Underwriting Series: Pt II: Embracing the Accelerated Life Insurance Underwriting Process

Last month, we discussed how accelerated underwriting for life insurance is on the fast track due to COVID-19. Join us Thursday, May 21m at 1:00 p.m. EDT, as Gonzalo Garcia of AgencyONE hosts a moderated discussion between Susan Ghalili of John Hancock, Jessica Caracofe of AgencyONE, and David Appel of Appel Advisors. These experts will walk through a series of unique cases that they have completed over the past two months and discuss what challenges they faced. We will see how they have navigated these challenges by using new technologies available to the underwriting profession.

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Multiline Series: Using Soft Words to Sell Effectively

It can be argued that no one element is more essential to success in selling than that vital communication tool—our words. Although our body language and tone of voice are fundamental elements in communicating, without the correct words these other factors become meaningless.

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Multiline Series: Know Your Numbers

You cannot improve tomorrow if you do not know how your firm is performing today. Benchmark the numbers below and use the information as a blueprint to improve your clients’ experiences and, ultimately, your firm’s performance.

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Multiline Series: Part 1: Kick off and Serving Your Current Clients

As offices and places of work continue to stay closed in response to the coronavirus pandemic, agents and advisors have to adjust to working remotely while helping clients navigate an incredibly challenging time. Join multiline experts as they help you find meaningful ways that can help you manage and add value to your current client relationships during the COVID -19 crisis.

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*You Ask, We Answer – My PPP Loan Was Approved – Now What?

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 addition, Armstrong Robinson and Josh Caron answer your specific questions and help with challenges you’re facing regarding your loan through the Paycheck Protection Program (PPP).

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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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