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AALU/GAMA
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AALU/GAMA 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: 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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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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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 Next

Social Selling 101 with Kevin Knebl - Sponsored by NFP
Speakers: Kevin Knebl 
Date/Time: Wednesday, August 19 at 11:00 A.M. EDT

Register Here

What's New

PDF: The Complete Guide to PPP Loan Forgiveness

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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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