Re: Urgent: Canada Life Info Needed

From
Terence Barfield <tbarfield@thekey.com>
To
Lindsey Fancy <lfancy@thekey.com>
CC
Chuck Terlesky <cterlesky@thekey.com>, Timothy Thomas <tt@thekey.com>, Chuck Leu <cleu@thekey.com>
Date
Fri, 9 Sep 2022 08:47:39 -0400
Folder
INBOX
--00000000000005971705e83df5ee Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Let me search my emails again. My apologies for having missed it. Terence Barfield, CEBS (Compliant) Senior Manager Benefits On Fri, Sep 9, 2022 at 8:30 AM Lindsey Fancy wrote: > Hi Terence, > > I had previously connected you with Patrick McArthur, who is the broker. > He can get you this info. > > Best regards, > > Lindsey > > Sent from my iPhone > > On Sep 9, 2022, at 6:18 AM, Terence Barfield wrote= : > > =EF=BB=BF > Good Morning Lindsey and Chuck, > > I regret the unavoidably urgent nature of this request. However, I need > the following information from Canada Life (Policy # 410352) NO LATER THA= N > Monday (9/12) for the current group benefit plan covering our Winnipeg > field staff. > > If you would like to connect me with the broker for the policy or with > your contact atCanada Life then I'd be happy to follow up with them > directly. > > We need the claims and premiums for the health and dental benefits for th= e > most recent three years (or two years if three years of experience is not > available). > Also, the stop loss/pooling limit and details on any pooled claims for th= e > last 2-3 years (the amount of the pooled claims, the number of claimants, > the type of claim) > > @Chuck Terlesky & @Timothy Thomas > - Lindsey had shared that she is now working a new full time job from 8:3= 0 > - 4:30 so I'm hoping you have another way to contact her (i.e. personal > cell phone number) so we don't have to wait until this evening for her to > reply. > > Thanks, > Terence Barfield, CEBS (Compliant) > Senior Manager Benefits > > --00000000000005971705e83df5ee Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Let me search my emails again. My apologies for having mis= sed it. Terence Barfield, CEBS =C2=A0(Compliant) Senior Manager Benefits On Fri, Sep 9, 2022 at 8:30 AM Lindsey Fancy = &lt; lfancy@thekey.com &gt; wrote: Hi Terence, I had previously connected you with Patrick= McArthur, who is the broker. He can get you this info.=C2=A0 Best regards, Lindsey Sent from my iPhone On Sep 9, 2022, at 6:18 AM, Terence Barfield &lt; tbarfield@thekey.com &gt; wrote: =EF=BB= =BF Good Morning Lindsey and Chuck, I re= gret the unavoidably=C2=A0urgent nature of this request. However, I need th= e following information from Canada Life (Policy # 410352) NO LATER THAN Mo= nday (9/12) for the current group benefit plan covering our Winnipeg field = staff. If you would like to connect me with the br= oker for the policy or with your contact atCanada Life then I&#39;d be happ= y to follow up with them directly. We need the cla= ims and premiums for the health and dental benefits for the most recent thr= ee years (or two years if three years of experience is not available). Also, the stop loss/pooling limit and details on any pooled claims fo= r the last 2-3 years (the amount of the pooled claims, the number of c

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