Re: 179859 Paul & Deborah Breton – Welcome Call - Missing POA - [#1436291]

From
Jeannie Ortiz <clientservice@thekey.com>
To
krista.lalonde@thekey.com
CC
timon.page@thekey.com, cynthia.valdez@thekey.com, tt@thekey.com
Date
Wed, 01 Apr 2026 19:31:14 +0000
Folder
INBOX
----==_mimepart_69cd7282d4da3_20e43c797bc131831e2 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Krista,=C2=A0 I am following up on this thread. Have you been able= to obtain POA documentation or something showing that this POA has the a= uthority to sign on behalf of the client?=C2=A0 Thank You,=C2= =A0 Jeannie Ortiz Finance Onboarding & Experience Manager jeannie.ortiz= @thekey.com=C2=A0 Phone:=C2=A0855.205.8007|Fax:=C2=A0813.693.5625=C2=A0|= Email:=C2=A0ltci@thekey.com=C2=A0 =0D =0D On=0D Fri, 27 Mar at 1:04 PM=0D , Client Service = wrote:=0D =0D =0D =0D Hi=C2=A0@Krista Lalonde=C2=A0 =0D Here is the original thread. We are needing POA paperwork. Were you able= to get that from the son?=C2=A0 =0D =0D =0D =0D =0D On Mon, Mar 23, 2026 at 8:31=E2=80=AFAM Jeannie Ortiz wrote: =0D =0D =0D =0D =0D =0D =0D =0D Hi Krista,=C2=A0 =0D =0D =0D =0D I am following up on Laurie's behalf. Have we obtained the POA documents= or proof that he is authorized to sign? We are currently out of complian= ce. =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D Thank You,=C2=A0 Jeannie Ortiz =0D =0D Finance Onboarding & Experience Manager =0D =0D jeannie.ortiz@thekey.com=C2=A0 =0D =0D =0D =0D Phone:=C2=A0855.205.8007|Fax:=C2=A0813.693.5625=C2=A0|Email:=C2=A0ltci@th= ekey.com=C2=A0=0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D On=0D =0D Mon, 9 Mar at 12:49 PM=0D =0D , Laurie Simpson = wrote:=0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D Hi Krista,=C2=A0 =0D =0D =0D =0D Checking in to see if the son has provided you the POA yet.=C2=A0 I did = not see it uploaded to Wellsky. =0D =0D Please let me know if you have received it. =0D =0D Thank you, =0D =0D Laurie =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D Laurie Simpson =0D =0D =0D =0D Finance Onboarding |=C2=A0TheKey=0D =0D =0D =0D =0D =0D Long Term Care Insurance=C2=A0|=C2=A0TheKey=0D =0D =0D =0D Tele (855) 205-8007 =0D =0D Fax (813) 693-5625 =0D =0D Laurie.Simpson@thekey.com =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D On Fri, 27 Feb at 5:07 PM , Krista Lalonde w= rote:=C2=A0=0D =0D =0D =0D =0D =0D Hi Laurie I have been in contact with the son, he is aware and is gettin= g it for me. =0D =0D I wil put it in my calendar to check in again with him on Monday. =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D On Fri, Feb 27, 2026 at 4:51=E2=80=AFPM Laurie Simpson wrote: =0D =0D =0D =0D =0D =0D =0D =0D Hi Krista,=C2=A0 =0D =0D =0D =0D Checking on status of obtaining the full and complete Financial POA for = Paul and Deborah Breton. =0D =0D Have you been able to get the rest of the pages from the family yet? =0D= =0D =0D =0D Please provide an update. =0D =0D Thank you, =0D =0D Laurie =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D Laurie Simpson =0D =0D =0D =0D Finance Onboarding |=C2=A0TheKey=0D =0D =0D =0D =0D =0D Long Term Care Insurance=C2=A0|=C2=A0TheKey=0D =0D =0D =0D Tele (855) 205-8007 =0D =0D Fax (813) 693-5625 =0D =0D Laurie.Simpson@thekey.com =0D =0D =0D =