Re: 161569 Joel Levin - FIN-WELCOME CALL - [#951569]

From
Jinniefer Castillo <jinniefer.castillo@thekey.com>
To
DeAnna Brown <ltci@thekey.com>
CC
dmockenhaupt@thekey.com, jeannie.ortiz@thekey.com, tt@thekey.com
Date
Tue, 24 Sep 2024 09:12:28 -0500
Folder
INBOX
--000000000000071bd10622de19fa Content-Type: multipart/alternative; boundary="000000000000071bce0622de19f8" --000000000000071bce0622de19f8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I just received access to the document. I have already uploaded the document to the client's file. I've also attached it here for your reference. Let me know if you need anything else. Thanks On Tue, Sep 24, 2024 at 6:48=E2=80=AFAM DeAnna Brown wrot= e: > Hello Jinniefer, > > I am writing to follow up on my previous requests regarding the > documentation we need for Mr. Levin. As of now, I have not received a > response, and I want to ensure we=E2=80=99re aligned on the urgency of ob= taining > the proof of the court-appointed guardian. > > This documentation is crucial for us to maintain legal compliance and > support our clients effectively. I reached out initially on September 12t= h, > and with the time-sensitive nature of this matter, it=E2=80=99s important= that we > address this as soon as possible. > > I=E2=80=99ve included Timothy Thomas on this email to keep him in the loo= p > regarding our progress. I appreciate your attention to this matter and lo= ok > forward to your prompt response. > Thank you for your understanding. > DeAnna Brown > > > *ltci@thekey.com Long Term Care Insurance Customer > Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625* > *Billing@thekey.com * > *866-226-1702* > > On Fri, 20 Sep at 4:46 PM , DeAnna Brown wrote: > Hi Jinniefer, > > I hope you had a wonderful week. I=E2=80=99m following up on my previous = email to > check if you=E2=80=99ve had a chance to obtain the supporting documentati= on for > Joel's court-appointed guardian. > > It's important that we have all the necessary documentation on file for > legal purposes, especially since we began care for this client on 9/7. > Could you please update me as soon as the documents are uploaded into CC? > > Thank you for your attention to this, and I appreciate your timely > assistance. > > Best regards, > DeAnna Brown > > > *ltci@thekey.com Long Term Care Insurance Customer > Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625* > *Billing@thekey.com * > *866-226-1702* > > On Thu, 12 Sep at 2:26 PM , Stephanie McCollum > wrote: > Thank you. She is the first person for you to contact as she is our boots > on the ground in Illinois. > Stephanie McCollum, Licensed Fiduciary #20560 > Fiduciary Management Specialists, LLC > 2824 North Power Road, #113-276 > Mesa, AZ 85215 > > 623-777-3820 office > 480-830-1932 fax > > > On Thu, Sep 12, 2024 at 10:17=E2=80=AFAM DeAnna Brown w= rote: > >> Hello Heather, >> >> Thank you for the response. I do have a Andrea Donovan listed as a >> contact for Joel at (708) 415-2934. >> >> Let me know if there is anything else I can assist with. >> >> Warm regards, >> Finance Onboarding Experience >> > > 951569:611100 > --000000000000071bce0622de19f8 Content-Type: text/html; charset

Thread (1)