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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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SEC Says PPP Loans MAY Require Disclosure to Clients

The directive from SEC staff explains that “If the circumstances leading [an advisory firm] to seek a PPP loan…constitute material facts relating to your advisory relationship with clients,” then they should be disclosed. The SEC provided two examples of such material facts:

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COVID-19 and Presidential Polling

Just over eight months ago, an emerging field of Democratic presidential candidates joined thousands of midwesterners for selfies, speeches, and fried food on a stick at the Iowa State Fair in Des Moines. According to Gallup at the time, Americans viewed the government (22%) and immigration (18%) as the most important problems facing the nation, while only 3% mentioned the economy as a major issue.

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Fast-Tracking the Transformation in Underwriting

The phrase “Necessity is the mother of invention” rings true with the spread of the coronavirus (COVID-19). Many around the world have been forced to rethink their daily lives – from work, to school, and even the life insurance underwriting process. In this webinar, Gonzalo Garcia of AgencyONE hosts a moderated discussion between Dave Dorans of Clareto, Neal Halder of Principal Financial Group, and Nichole Myers of Swiss Re. These experts speak to the underwriting changes they are experiencing due to the pandemic, and how one can succeed in this new reality.

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*Helping Your Clients Monetize the Perfect Storm

In this webinar, David Byers of Capital Strategies Group, Inc. and Jonathan Forster of BakerHostetler share transferable business ideas for the marketplace on how they are helping their clients navigate planning and market volatility, now and for the future.

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Advocating During COVID-19

With nearly the entire nation staying home, focus has been turned more than ever to our computers, social media, and other online communications. Advocacy efforts have historically focused on in-person meetings and events to drive education and support lawmakers. However, tactics have to shift drastically to meet the advocacy needs of the coronavirus era. Although many aspects of normal life have changed, the need for your voice in reaching your lawmakers has not.

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*Navigating The Now: Insights with Congress – Feat. Congressman Ron Estes (R-KS)

This is a members-only, AALU/GAMA opportunity for a behind-the-scenes look at the creation of the CARES Act, featuring Congressman Ron Estes (R-KS). Hear Rep. Estes’ predictions on what to expect now that additional funding has been approved. Congressman Estes serves on the Ways and Means Committee and is working to keep people employed and small businesses open. Learn more about the future of funding for the Paycheck Protection Program and other policy issues shaping the economy, now and in the future.

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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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