Alan Roman
Director of Product and Advanced Strategies at TruChoice Financial Group, an AmeriLife company.
Alan Roman is the Director of Product and Advanced Strategies at TruChoice Financial Group, where he trains financial advisors, assists in case design, consults with business owners and wealthy families, and supports the efforts of financial professionals throughout the U.S. Prior to joining TruChoice, he practiced law in estate planning, business continuation, charitable giving and criminal tax defense, before building and selling an insurance marketing organization focused on retirement income and legacy planning.
Recent Articles
The Emotional Side of Planning: Helping Families Overcome Financial Avoidance
June 2026
Financial procrastination is one of the biggest “silent killers” to a family’s long-term security. Most people know they should update their insurance, put a will in place, or map out their retirement income, but they often wait instead. It’s not because they don’t care; it’s often because these decisions feel heavy, complicated, or emotionally uncomfortable. …
The AI Advantage in Lead Generation
September 2026
For years, the insurance industry has prioritized low upfront cost per lead (CPL) as the primary measure of marketing success. The assumption was simple: cheaper leads mean more leads, and more leads mean more sales. But this quantity-over-quality mindset obscures a far more damaging reality playing out in the books of business of licensed insurance …
WANT TO BECOME A CONTRIBUTOR?
You've built real expertise in your field, and AmeriLife Insights is the place to put it to work. We're actively seeking subject matter expert contributors across insurance, retirement planning, and financial wellness to help educate and empower our audience. Submit your pitch and let's get your insights in front of the readers who need them most.
Thought leadership is a powerful content marketing tool for building awareness and influence. The AmeriLife Insights editorial team will help you write persuasive, educational, and thought-provoking articles that fit your goals, share your experience, and position you as an industry-leading subject matter expert.
LEARN MORE