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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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PPP Loans – To Keep or Not to Keep – Slide Deck

We have increasingly heard questions from members about required certifications for the PPP, what disclosures there will be about PPP participation, and as a result, whether members or clients should take advantage of the safe harbor to return PPP funds which closes on May 14.

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PPP Loans – To Keep or Not to Keep

We have increasingly heard questions from members about required certifications for the PPP, what disclosures there will be about PPP participation, and as a result, whether members or clients should take advantage of the safe harbor to return PPP funds which closes on May 14.

Read More »

Leading Change: Leading Others

As a leader, you are the key to the successful implementation of change initiatives.  You are responsible for anticipating, navigating, embracing, communicating, leading and measuring the effects of change.  In this eBook, we identify steps to help you lead and navigate your team through the constant change that our industry is experiencing.

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Leading Change: Leading Yourself

Before you can harness the innovation and tame the disruption that change creates, you first need to become a champion of change on a personal level.  This eBook identifies how field leaders can learn to better navigate the constant change in the financial services industry.

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Family and Medical Leave Analysis

“Phase Two” of the federal stimulus includes a requirement on employers to provide paid sick leave and partially paid family and medical leave to employees. Read details on requirements and how to access those tax credits.

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PPP Certification & Disclosure

As Congress and the Administration moved quickly to inject capital into the hands of American small businesses, they waived a number of the traditional requirements for securing loans from the SBA. In order to qualify for a PPP loan, the applicant had to certify in good faith that “current economic uncertainty makes this loan request necessary to support the ongoing operations of the Applicant.” (Certification questions here).

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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 edition, Armstrong Robinson and Josh Caron answer 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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