Richard CanfieldPodcast Host and IBC Advisor, Ascendant Financial · Authorized Infinite Banking Practitioner | Author of 4 Books

Why Did Alan Blecker Choose Infinite Banking? #shortvideo #finance #wealthbuilding #infinitebanking

31 Aug 2026 · 1 min

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After a brokerage denied fourteen of fifteen annuity surrender requests for his clients post-2008, Alan Blecker left his firm in 2014. He moved to Infinite Banking because he wanted a strategy where clients kept control of their money instead of relying on institutions that could refuse them access.

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We had come off some pretty bad years, '08, '09, and I had a lot of clients in annuities, annuities with guarantees. What happens in the earlier market shifts? I had these annuities and then the markets started going up and I kept them in the markets because they had downside protection. The market value started to approach the guarantees and I went to them and I say, we could annuitize this now. These were seniors, they needed income. I went to the brokerage firm. I forget exactly, but I may have given them 15, let's say, applications. Of the 15 applications to surrender the annuity, 14 out of 15, the brokerage firm denied the application. I was floored. I said, this is not a world that I can exist in. And that's when I moved in 2014 and joined IBC.