Fwd: 176848 Kevin Regan - FIN-WELCOME CALL - Need all CCA pages - [#1304072]

From
Laurie Simpson <clientservice@thekey.com>
To
jinniefer.castillo@thekey.com
CC
dmockenhaupt@thekey.com, tt@thekey.com, sophia.jantz@thekey.com, jeannie.ortiz@thekey.com, audraw@thekey.com, tsilton@thekey.com, lito.delapena@homecareassistance.com
Date
Tue, 16 Dec 2025 13:58:34 +0000
Folder
INBOX
----==_mimepart_6941658a31590_20e6016c228022c Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Jinniefer, Please upload entire agreement for Kevin Regan. =C2=A0Only= 3 pages are currently available. =C2=A0TheKey requires all pages of CCA = to be uploaded as complete agreement. =C2=A0Please let me know when you w= ill be able to upload all the pages. Start of Care=C2=A0 - 11/19/2025 = Thank you, Laurie Simpson Finance Onboarding |=C2=A0TheKey Long Term= Care Insurance=C2=A0|=C2=A0TheKey Tele (855) 205-8007 Fax (813) 693-56= 25 Laurie.Simpson@thekey.com On Wed, 10 Dec at 12:31 PM , Laurie= Simpson wrote:=C2=A0 Jinniefer, Please= upload entire and complete CCA for Kevin Regan. =C2=A0Only 3 pages are c= urrently loaded. Thank you, Laurie Simpson Finance Onboarding |=C2=A0= TheKey Long Term Care Insurance=C2=A0|=C2=A0TheKey Tele (855) 205-8007 = Fax (813) 693-5625 Laurie.Simpson@thekey.com On Tue, 25 Nov at 9:1= 1 AM , Laurie Simpson wrote:=C2=A0 Jinniefe= r, Please upload the entire CCA and Payment information for Kevin Reg= an. =C2=A0Only pages 2, 3 and 10 are currently uploaded. Thanks so mu= ch, Laurie Simpson Finance Onboarding |=C2=A0TheKey Long Term Care Ins= urance=C2=A0|=C2=A0TheKey Tele (855) 205-8007 Fax (813) 693-5625 Lauri= e.Simpson@thekey.com On Wed, 19 Nov at 3:32 PM , Jinniefer Castillo = wrote:=C2=A0 Just uploaded a photo of the= CCA . I will scan it and upload the full documents tomorrow when=C2=A0I = get to the office.=C2=A0 On Wed, Nov 19, 2025 at 10:04=E2=80=AFAM = Jinniefer Castillo wrote: Good morning,= The client signed a hard copy and I will just upload it today using my = phone. Just give me an hour. I=E2=80=99m out with a client for an introdu= ction On Wed, Nov 19, 2025 at 10:01=E2=80=AFAM Laurie Simpson wrote: Jinniefer, For new client Kevin Regan= , please upload CCA and payment information.=C2=A0 I checked in Panda, bu= t the file has expired. Start of Care - 11/19/2025 Thank you, La= urie Simpson Finance Onboarding |=C2=A0TheKey Long Term Care Insurance=C2= =A0|=C2=A0TheKey Tele (855) 205-8007 Fax (813) 693-5625 Laurie.Simpson= @thekey.com=0D =0D =0D =0D =0D =0D ----==_mimepart_6941658a31590_20e6016c228022c Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable =0D =0D =0D Jinniefer, =0D =0D Please upload entire agreement for Kevin Regan. =C2=A0On= ly 3 pages are currently available. =C2=A0TheKey requires all pages of CC= A to be uploaded as complete agreement. =C2=A0Please let me know when you= will be able to upload all the pages. =0D Start of Care=C2=A0 - 11/19/2025 =0D Thank you, =0D Laurie Simpson =0D =0D Finance Onboarding |=C2= =A0 TheKey =0D =0D =0D Long Term Care Insurance=C2=A0 <span style= =3D"color: rgb(112, 112, 112); background-color: tr

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