Bob Sopcak

Bob Sopcak is the Founder of ClearPath Protection Group, LLC, a licensed independent Life & Health Insurance Broker and Benefit Advisor focused on helping individuals, families, veterans, and homeowners understand their life insurance and protection options.

Bob believes life insurance should begin with understanding the person—not trying to fit everyone into the same policy. His approach starts with learning what a client wants to protect, understanding their health, financial responsibilities, goals, and budget, and then comparing options from multiple insurance carriers.

Whether someone is purchasing life insurance for the first time, wants to supplement existing coverage, needs protection for a spouse or family, wants to address final expenses, mortgage obligations, income replacement, or other financial responsibilities, or simply wants to determine whether their current coverage still fits their needs, Bob focuses on helping clients understand the choices available to them.

Because Bob works independently with multiple insurance carriers rather than representing a single insurance company, he can compare different underwriting guidelines, policy designs, and coverage options based on each client's individual circumstances.

Depending on the client, carrier, and eligibility, available solutions may include Term Life Insurance, Whole Life Insurance, Universal Life, Final Expense coverage, Mortgage Protection, and policies that may include Living Benefits for qualifying critical, chronic, or terminal illnesses.

Helping Veterans and Their Families

Bob also has experience helping veterans and their families evaluate their life insurance needs. For veterans who already have military, employer-sponsored, or personal life insurance, the conversation can include reviewing existing coverage and determining whether there are additional financial responsibilities or protection needs they would like to address.

The goal is not simply to add another policy, but to understand what is already in place and whether there are meaningful gaps.

Retirement & Annuity Resources

For clients with retirement or annuity needs, Bob also has access to specialized retirement and annuity resources through his relationship with Assurance Ally, providing an additional resource for individuals who want to explore retirement-income and asset-protection strategies when appropriate.

The ClearPath Approach

At ClearPath Protection Group, the goal is simple: provide straightforward information, clearly explain available options, and help clients make informed decisions about protecting the people, income, assets, and financial responsibilities that matter most.

Bob Sopcak
Founder | Benefit Advisor
ClearPath Protection Group, LLC
Licensed Independent Life & Health Insurance Broker | Field Underwriter

Individually licensed in: Pennsylvania, Ohio, Texas, Indiana, Kentucky, Louisiana, South Carolina, South Dakota, Michigan, North Carolina and Florida.

Protect the Home. Protect the Income. Protect What Comes Next.

ClearPath Protection Group, LLC, Bob Sopcak, and Equis Financial are not affiliated with or endorsed by the U.S. Department of Veterans Affairs or any government agency. Coverage, eligibility, availability, policy features, and Living Benefits vary by carrier and policy and are subject to underwriting and applicable policy terms.