Re: 176848 Kevin Regan - FIN-WELCOME CALL - Need CCA - [#1304072]

From
Jinniefer Castillo <jinniefer.castillo@thekey.com>
To
Laurie Simpson <clientservice@thekey.com>
CC
dmockenhaupt@thekey.com, tt@thekey.com, sophia.jantz@thekey.com
Date
Wed, 19 Nov 2025 14:32:13 -0600
Folder
INBOX
--0000000000006f7bad0643f87a6a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Just uploaded a photo of the CCA . I will scan it and upload the full documents tomorrow when I get to the office. 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. = I >> checked in Panda, but the file has expired. >> Start of Care - 11/19/2025 >> >> Thank you, >> Laurie Simpson >> Finance Onboarding | TheKey >> Long Term Care Insurance | TheKey >> Tele (855) 205-8007 >> Fax (813) 693-5625 >> Laurie.Simpson@thekey.com >> >> 1304072:611100 >> > --0000000000006f7bad0643f87a6a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Just uploaded a photo of the CCA . I will scan it and uplo= ad 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= < jinniefer.castillo@th= ekey.com > wrote: Good morning, The client s= igned 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 introduction On Wed, = Nov 19, 2025 at 10:01=E2=80=AFAM Laurie Simpson < clientservice@thekey.com > wro= te: Jinniefer, For new client Kevin Regan, please upload CCA and payment= information.=C2=A0 I checked in Panda, but the file has expired. Start of Care - 11/19/2025 Thank you, Laurie Simpson Finance Onboarding |=C2=A0 TheKey Long Term Care Insurance=C2=A0 |=C2=A0 TheKey Tele= (855) 205-8007 Fax = (813) 693-5625 Laurie.Simpson@thekey.com 1304072:611100 --0000000000006f7bad0643f87a6a--

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