Contained in the year end package were provisions of particular relevance for Finseca members and their clients, especially small businesses. Low Interest Rate Relief for Clients and Carriers with Update to Section 7702 of the Tax Code Access to permanent life insurance is an essential tool in developing financial security for people. Robust product availability…
PPP
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PPP and Deductions Quick Guide: What you need to know before December 31, 2020(opens new window)
Topics: PPP
I Got My PPP Loan. Now What?(opens new window)
Topics: PPP
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 Josh Caron and Alex Cisneros on June 9, at 1:00 p.m. EDT, for the next installation of our series. Our team will answer your specific questions and help with…
PPP Loans: Changed Again and Yes, You Need to Know – Slide Deck(opens new window)
Topics: PPP
Last week the SBA released the long-awaited application to apply for PPP loan forgiveness. However, yesterday Congress approved legislation that made significant changes to the program. Get the latest with AALU/GAMA’s experts on what you need to know for yourself and your clients. View slide deck here
PPP Loans – To Keep or Not to Keep – Slide Deck(opens new window)
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. In order to qualify for a PPP loan, the applicant…
PPP Certification & Disclosure
Topics: PPP
In the last week, we have increasingly heard questions from members about required certifications for the PPP and as a related matter, what disclosures there will be about PPP participation. 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…