Avon Lake, Ohio · Serving all of Ohio

A clearer path through life, retirement & business.

Independent guidance on life insurance, retirement income, Medicare, and business coverage — built around where you are, not a script.

A builder before I was a broker — 200+ decks across Ohio. Now I help families and business owners compare coverage across carriers, and finish what we start.
Jeff Beatty, ClearPath Life & Retirement

Jeff Beatty

Independent broker · Avon Lake, OH

200+
Decks built before insurance
30+
Carriers to compare
100%
Independent — works for you
$0
Cost for a call
Jeff Beatty meeting with a client
Meet Jeff

From blueprints to coverage that holds up.

Jeff's story, his words: 15 years building decks and homes across Ohio, then a switch into insurance. Why the change, and what it means for clients — same eye for detail, same "do it right the first time." 2–3 honest sentences.

More about Jeff →
How It Works

A simple path to a confident decision.

From the first conversation to enrollment, you're never guessing what comes next.

1

Clarify goals

We look at your family, income, health coverage, business, and legacy priorities — and what's actually keeping you up at night.

2

Compare options

You see real options side by side across many carriers — life, Medicare, retirement income, business benefits — in plain English.

3

Move with confidence

You choose only what fits. We handle the paperwork and stay with you after the ink dries.

What We Do

The three areas Jeff goes deep on.

Not an everything-menu — the places where independent guidance actually pays off.

Start Here

Not sure where you stand? Let's map it in one call.

A short, no-cost conversation about where you are, what you want to understand, and which options may fit — in person, phone, or video.

Book a Free Call →
$0
No cost, no pressure ·
in person, phone, or video
Your First Call

What actually happens when we talk.

No script, no pressure — here's exactly what to expect before you book.

Step One

You talk, I listen

A few honest questions about your situation — family, health coverage, income, or your business. No pitch. You do most of the talking.

Step Two

Options, side by side

Because I'm independent, I show you real choices across many carriers in plain English — what fits, what doesn't, and why.

Step Three

You decide — or you don't

You move forward only if it makes sense. If now's not the time, that's a fine answer too. Either way, the call costs nothing.