by Beth Enneking | May 28, 2019 | Uncategorized
Congratulations A.W. “Kippy” Lang, IV CFSP/CCO/CPC, the winner of the ClearPoint giveaway for the free registration to the NFDA Arranger Training Program in Ft. Worth, TX. Thank you to everyone who participated. If you are interested in attending, there...
by Beth Enneking | Apr 20, 2019 | ClearPoint Update, Compliance Update, Press Releases, Tuesday Tip, Uncategorized
Registration Giveaway for NFDA Arranger Training Is Initial Program ClearPoint Federal Bank & Trust (“ClearPoint”), an industry leader in providing fiduciary services, investment management, and recordkeeping services to members of the death care industry, has...
by Beth Enneking | Mar 19, 2019 | ClearPoint Update
We are thrilled to be a convention sponsor and exhibitor at the 2019 ICCFA Annual Convention & Expo in Charlotte, NC. We are also proud of our team members who will be presenting during the educational sessions. Learn more about our team and their presentations....
by Beth Enneking | Feb 4, 2019 | ClearPoint Update
The Annual Grantor Letters have been mailed. These annual tax forms are mailed to the grantors of the preneed trusts that have not elected QFT (Qualified Funeral Trust) status. If you have questions regarding the Grantor Letters, please contact Customer Service at...
by Beth Enneking | Jan 23, 2019 | ClearPoint Update
ClearPoint Federal Bank & Trust (“ClearPoint”), a leading provider of preneed trust and recordkeeping solutions, announced the addition of Jodi Clock to the key position of Business Development Director. “We are excited to welcome Jodi to...
