Ian Bloom
CFP
®,
RLP
®
Certified Financial Planner
About
Ian Bloom, CFP®, RLP®, is a certified financial planner, registered life planner, a member of the Financial Review Council at Policygenius, the owner of Open World Financial Life Planning, and the author of "A Gamer's Guide to Money." Previously, he was a financial advisor at MetLife and MassMutual, as well as a director with the Financial Planning Association of the Triangle. In addition to his CFP® and RLP® certifications, he holds FINRA series 7 and series 66 licenses.
In the press
The Financial Planning Association podcast, "The Quest for Purpose-First Planning"
LifeBlood podcast, "Intention and Money with Ian Bloom"
Michigan State Wealth Management podcast, "Ian Bloom"
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Want to interview a Policygenius expert?
Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They’re also pretty friendly.
press@policygenius.comPolicygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.
Selected stories from Ian
Life insurance for people with a heart condition: What you need to know
Updated | 7 min read
If you live with a heart condition or heart disease, you have life insurance options. Compare quotes to see how your diagnosis may affect the cost of your premium.
How to convert term life to whole life insurance
Updated | 7 min read
You can often convert your term life policy into whole life or another type of permanent coverage before the end of your term. You can contact your insurer to learn more about your conversion options.
Life insurance graded death benefit: What it is, how it works, pros & cons
Updated | 4 min read
Life insurance policies with a graded death benefit come with a waiting period — if you die before the waiting period expires, your loved ones will only receive a portion of the full coverage amount on your policy.
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