by Beth Enneking | Oct 18, 2018 | ClearPoint Update, Press Releases
On Monday, October 15, 2018, our team was honored to participate in the Funeral Service Foundation Donor Reception in Salt Lake City, UT. ClearPoint has pledged to donate $25,000 to the Funeral Service Foundation over the next five years. Funeral Service Foundation...
by Beth Enneking | Jul 19, 2018 | ClearPoint Update
ClearPoint Federal Bank & Trust (“ClearPoint”), an industry leader in providing fiduciary services, investment management, and recordkeeping services to members of the death care industry, celebrates two decades of service this year, marking the company’s 20th...
by Beth Enneking | Jun 19, 2018 | ClearPoint Update
Loyalty, dedication, and a passion for serving professionals in the deathcare industry is a Hirt family tradition. Natalie Maret, daughter of the late Dave Hirt, celebrates her 25th Anniversary with ClearPoint Federal Bank & Trust (ClearPoint). Natalie’s father,...
by Beth Enneking | Apr 18, 2018 | ClearPoint Update
The team at ClearPoint is ready to help you focus on your business so you can relax and create special memories with your family and friends. We all lead busy lives; therefore, it is not easy to relax, to be patient, and to stop and smell the roses. Do you remember 3D...
by Beth Enneking | Feb 18, 2018 | ClearPoint Update, Compliance Update
As your trustee, we strive to keep you informed of any changes in the preneed and perpetual care state laws that may have an impact on your trust funds and contract requirements. Click on the 2018 Legislative Session Schedule button to view and download the schedule....
by Beth Enneking | Jan 24, 2018 | ClearPoint Update
The Annual Grantor Letters were mailed on January 23, 2018. 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...
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