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CLIENT JOURNEY

Recommendation and Application

Review the recommended strategy, answer questions, and complete the application when ready.

1 hour 30 minutes Location BPPHQ Virtual Offices Hosted by Chanda Ali & JABARI ALI

BEFORE YOUR APPOINTMENT

Before Your Appointment

  • A valid government-issued ID.
  • Beneficiary names, dates of birth, and relationship information.
  • Banking information when funding or premium details will be completed.
  • Any documents or answers your strategist requested after the Wealth Analysis.
Who should attend?

All key decision-makers should attend so questions can be answered and the application can be completed without unnecessary delays.

Times are shown where you are booking. Calendar invitations automatically adjust for every attendee.

1

Select a date and time

Only currently available dates are selectable. This appointment requires at least 24 hours’ notice.

Available dates

Dates with available appointments

AVAILABLE TIMES

Select a date

Choose an available date from the calendar.

Select an available date and time to continue.
2

Tell us who is attending

Each decision-maker receives the calendar invitation and meeting details as soon as the appointment is reserved.

Required for appointment details and reminders by text. Message/data rates may apply; reply STOP to opt out.

Additional attendees

Add a spouse, partner, family member, advisor, or another decision-maker.

One final note: Submitting this form immediately reserves the selected time. Each attendee will receive the calendar invitation and meeting details.