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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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*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. Join Armstrong Robinson and Josh Caron on ​May 28, 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 the recently released PPP loan forgiveness form and guidelines.

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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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What's New

PDF: I Got My PPP Loan. Now What?

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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 III: How to Build Trust and Confidence Virtually
Speakers: Michelle Hubert and Danny Negin of Farm Bureau Financial Services, Greg Smith of Farm Bureau Insurance of Michigan, Joe Gergely of COUNTRY Financial, Jerry Acuff of Delta Point Inc., and Troy Korsgaden of Korsgaden International
Date/Time: Monday, June 1, at 11:00 a.m.

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Creating a High-Impact Recruiting Culture
Speaker: Emily Boynton of AALU/GAMA and Committee Chair Dave Savage 
Date/Time: Tuesday, June 2, at 1:00 p.m.

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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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Underwriting Series: Part III: Flash Forward
Speakers: Gonzalo Garcia of AgencyONE and Colin Devine of C. Devine and Associates & Health Catalyst Capital
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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