Welcome to ClearPath Protection GroupThank you for scheduling your Life Insurance Review.
I’m Bob Sopcak, Founder of ClearPath Protection Group, Benefit Advisor, and a Licensed Independent Life & Health Insurance Broker.
My role is to help you understand your life insurance options and compare coverage from multiple insurance carriers based on your health, family responsibilities, financial goals, and budget.
During our review, we’ll discuss what you want the coverage to accomplish, review any life insurance you already have, and determine which options may fit your situation.
Depending on your needs 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.
I’ll also ask some health and prescription-related questions as part of the underwriting process. This helps me determine which carriers and plans may be the best fit for you.
Because I work independently with multiple insurance carriers, the goal is not to fit everyone into the same type of policy. It is to understand your situation, clearly explain the available options, and help you make an informed decision about protecting the people and financial responsibilities that matter most.
For your appointment, please have available:
Your spouse or partner, if they are involved in the decision
Your current prescription medications
Information about any existing life insurance coverage
A general idea of the family needs, income, debts, mortgage obligations, final expenses, or other financial responsibilities you would like to protect
If you are a veteran or currently have military-related life insurance, we can also review that coverage as part of the conversation.
Please allow approximately 30–45 minutes so we have enough time to review your needs, complete the underwriting questions, and discuss available coverage options.
I look forward to speaking with you.
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.
ClearPath Protection Group, LLC
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, Living Benefits, eligibility, availability, and policy features vary by carrier and policy and are subject to underwriting and carrier approval.