Verified Insurance Professional
Bob Sopcak
Licensed Life & Health Insurance Broker / Field Underwriter
Protect the Home. Protect the Income. Protect What Comes Next.
Mortgage Protection and life insurance solutions designed to help families stay financially prepared for death, serious illness, and life’s unexpected turns.
- Agency
- Equis Financial
- Profile Status
- Active Public Profile
- National Producer #
- 17040836
- Resident State
- PA
- License Files
- View License Documents
About Bob
Coverage should fit your life—not the other way around.
Bob Sopcak is a state-licensed independent insurance broker and field underwriter focused on helping homeowners protect the people, income, and assets behind their mortgage. Through a multi-carrier approach, Bob helps clients compare Mortgage Protection and life insurance solutions based on their health, financial situation, and family goals—not a one-size-fits-all policy.
His approach goes beyond traditional death-benefit protection. When available within a particular policy, Bob also helps clients understand Living Benefits that may provide access to policy benefits following certain qualifying critical, chronic, or terminal illnesses. He also reviews existing coverage, household income needs, retirement assets, and longer-term protection needs so clients can make informed decisions about their overall financial protection.
For clients with retirement or annuity needs, Bob also has access to the Assurance Ally retirement-planning team for additional support and specialized strategies when appropriate.
Licensed in PA, OH, TX, IN, KY, LA, SC, SD and MI.
Why Work With Bob
A simpler path from questions to confident coverage.
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Start With Your Situation
Your family, budget, health, and goals come before a product recommendation.
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Compare Real Options
Multi-carrier access creates room to find a fit instead of forcing a single solution.
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Choose The Best Option
Choose the option that best fits your budget.
Insurance Services
Coverage for the moments that shape a family's future.
Each service opens into a focused educational page with plain-language explanations, selection guidance, and answers to common questions.
Life Insurance
Continued protection for the people who depend on you.
Final Expense
Covers funeral, burial, and end-of-life costs.
Mortgage Protection
Keeps your family in their home if the unexpected happens.
Tax-Free Retirement
Cash-value life insurance as a retirement supplement.
Secure Retirement
Guaranteed-income retirement planning.
Infinite Banking
Build and borrow against your own cash-value system.
Annuities
Turn savings into dependable retirement income.
Insurance Carriers
Carrier availability varies by state, product, and underwriting fit.
Licenses & Credentials
Review the state license documents this agent has chosen to publish.
Start a Conversation
Tell Bob what you want to protect.
No-pressure guidance starts with a few details and a direct conversation.
- Phone
- (412) 403-8879
- bobsopcakef@gmail.com
- Location
- PA 15239