COVID-19 Resources You Need From AALU/GAMA


Newest Resources!

PDF: I Got My PPP Loan. Now What? | Read Here

Alert: PPP Certification & Disclosure – 05.06.20 | Read Here

Alert: SEC Says PPP Loans MAY Require Disclosure to Clients – 05.01.20 | Read Here

Upcoming And Recent Webinars
View all webinar and podcast recordings here.

You Ask, We Answer: My PPP Loan Was Approved – Now What? (MEMBERS ONLY)
Speakers:
AALU/GAMA’s Armstrong Robinson and Josh Caron
Date/Time: Friday, May 15, at 1:00 p.m. EDT
Register Here

Multiline Webinar Series: Part I: Series Kick-Off & Serving Your Current Clients
Speakers: Michelle Hubert of Farm Bureau Financial Services, Troy Korsgaden of Korsgaden International, and Joe Gergely of COUNTRY Financial
Date/Time: Monday, May 18, at 11:00 a.m.
Register Here

Multiline Webinar Series: Part II: How to Find and Reach Out to New Prospects
Speakers:
Joe Gergely and Trey Burke of COUNTRY Financial, and Troy Korsgaden of Korsgaden International
Date/Time: Monday, May 18, at 11:00 a.m.
Register Here

Multiline Webinar Series: Part III: How to Build Trust and Confidence Virtually
Speakers:
Michelle Hubert, Greg Smith, and Danny Negin of Farm Bureau Financial Services, and Joe Gergely of COUNTRY Financial
Date/Time: Monday, May 18, at 11:00 a.m.
Register Here

Multiline Webinar Series: Part IV: How to Close the Business & Series Wrap Up
Speakers: Joe Gergely of COUNTRY Financial, Mark Miletello of American National Insurance Company, and Michelle Hubert of Farm Bureau Financial Services
Date/Time: Monday, May 18, at 11:00 a.m.
Register Here


ICYMI: PPP Loans – To Keep Or Not To Keep
Speakers:
Armstrong Robinson, AALU/GAMA’s Vice President of Legislative Affairs and Bridget McNamara-Fenesy, M Financial’s President and CEO of M Holdings Securities
Watch Here | Download Slide Deck

ICYMI: Insights from The American College of Financial Services: Innovation, New Learning Opportunities & Ethics
Speakers:
The American College of Financial Services President and CEO George Nichols and AALU/GAMA CEO Marc Cadin
Watch Here

ICYMI: Are Life Insurance Companies #MeetingtheMoment?
Speakers:
ACLI CEO Susan Neely and AALU/GAMA CEO Marc Cadin
Watch Here

ICYMI: You Ask, We Answer: My PPP Loan Was Approved – Now What? (MEMBERS ONLY)
Speakers:
AALU/GAMA’s Armstrong Robinson and Josh Caron
Watch Here

Actionable Tools
View Federal and State updates here.

PDF: I Got My PPP Loan. Now What?
Read Here

PDF: COVID-19 and Presidential Polling
Read Here

PDF: FAQ about the PPP and How do I Calculate my Loan Amount? 
Read Here

PDF: Advocating During COVID-19
Read Here

PDF: A Guide to the SBA Loans for Statutory W2 Employees & Independent Contractors
Read Here

PDF: Navigating The COVID-19 Pandemic: How To Deliver Value For Clients
Read Here

PDF: Which COVID Loans or Tax Credits Are Right For My Business?
Read Here

PDF: Which Small Business COVID-19 Programs Can I combine?
Read Here

VIDEO: The Paycheck Protection Program
Watch  Here

PDF: COVID Help for Individuals
What You, Your Family, and Friends Need to Know
Read Here

PDF: COVID Small Business Loans
What Employers Need to Know
Read Here

PDF: COVID Small Business Loans Questions
Answers for Business Owners
Read Here

PDF: Sick Leave for COVID
What Small Business Employers Need to Know
Read Here

PDF: Sick Leave for COVID Employees
What Employees of Small Businesses Need to Know
Read Here

PDF: Sick Leave for COVID Questions
Answers for Small Business Employers
Read Here


Client Conversations

Things to Discuss With Your Clients
Underwriting in a Socially Distant World Webinar Follow-Up
Read here

The Latest Policy Analysis
View Federal and State updates here.

Stimulus Bill Analysis
Read a brief overview from our public policy team on the major parameters of these three initiatives here.

Small Business Loan Information
To help small businesses and non-profit organizations that have been impacted by financial losses due to the coronavirus outbreak, the Small Business Administration (SBA) will provide an estimated $7 billion in low-interest disaster loans. Learn more about this program and how to access these loans in this policy brief.

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. Click here for details on requirements and how to access those tax credits.

Individual Relief Information
The federal government has taken a host of actions to provide relief to people affected by the health and economic effects of COVID-19. This memo provides a guide for you, your staff, and your clients to access this help.

Remote Connections: The Art of Working from Home

Whether you’re new to working from home or you’ve been doing it for years, it comes with challenges. To make working from home easier, we will have expert Jeremy Dicker, CEO and Founder from One Wealth Management who will offer you some tips and tricks to help you get set up, limit distractions, maintain confidentiality, and meet like a pro, no matter where you are.

Watch Here 

News You Can Use: Navigating the Crisis Together

During this challenging period, AALU/GAMA is committed to being a trusted partner to the financial security profession by providing news, insights, and key updates that will help you, your firms, and your clients navigate the COVID-19 crisis more effectively. For the next several weeks, we will be aggregating key news stories affecting the profession and the markets, highlighting analyses of note, and bringing you regular updates from Washington. We welcome your feedback to ensure we are delivering the most relevant, useful, and timely information as developments unfold.

Read More

Advisor to Advisor: The New AFR Rate Can Help Your Clients Today

Listen how he’s helping his clients navigate planning and market volatility surrounding COVID-19″

Listen Here

The Survey Results Are In

AALU/GAMA sent out a survey for you to tell us how the COVID-19 crisis has immediately impacted your business and the entire financial security profession. We aimed to identify what our members and the broader profession need during this novel time so that AALU/GAMA can provide you with the appropriate guidance and resources to continue doing business and serving your clients. View the findings here.

A video message from AALU CEO Marc Cadin and GAMA International CEO Bonnie Godsman.


If you have any additional thoughts or suggestions on content, please send them to communications@aalu.org.