by Beth Enneking | Feb 4, 2020 | ClearPoint Update, Uncategorized
We are proud to announce two significant strategic team advancements: the addition of Michael Johnson to the senior leadership team as Senior Vice President, Investment Management, the appointment of Beth Kmiec to the ClearPoint Board of Directors and her promotion to...
by Beth Enneking | Feb 3, 2020 | 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 21, 2020 | ClearPoint Update
A Message From – Ashlee Theising, President & COO As we close the books on 2019, we want to begin by saying thank you to you our valued customers. We appreciate all of your support and thank you for being part of our history. You all are at the center of...
by Beth Enneking | Oct 25, 2019 | ClearPoint Update
After 21 years at One Forethought Center, ClearPoint Federal Bank & Trust’s home office is moving to a new location. Our new home office will be located at 100 Progress Drive in Batesville, Indiana. Our first official day of operation at Progress Drive...
by Beth Enneking | Oct 23, 2019 | ClearPoint Update
October is National Cybersecurity Awareness Month (NCSAM). This year’s theme is Own It. Secure It. Protect It. To learn more about NCSAM 2019 and to access the 2019 Toolkit go to https://niccs.us-cert.gov/national-cybersecurity-awareness-month-2019. Do...
by Beth Enneking | Aug 6, 2019 | ClearPoint Update
We are pleased to announce the promotion of Ashlee Theising, to President & COO and will serve on the Board of Directors. ClearPoint has worked hard to establish its name in the industry over the last five years, adding talented team members across every area of...