by Beth Enneking | May 6, 2020 | ClearPoint Update
“As we participate in the making of history, may we embrace the moments that connect us and find inspiration in stories of the modern day hereos.” Ashlee Theising, ClearPoint President and COO, reflects on the first quarter of 2020 and looks ahead to the...
by Beth Enneking | Mar 14, 2020 | ClearPoint Update
Message from the President & COO… I am reaching out to share what we are doing at ClearPoint Federal Bank & Trust to minimize any business disruption for your trust accounts as it relates to the Coronavirus (COVID-19) pandemic. We understand you may have...
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 | Dec 19, 2019 | ClearPoint Update
Our office will observe the following holidays in 2020. Please feel free to contact our Customer Service team if you have any questions at 800-763-0234 or email us at [email protected].
