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...
by Beth Enneking | Jan 15, 2019 | ClearPoint Update
Our office will observe the following holidays in 2019. Please feel free to contact our Customer Service team if you have any questions at 800-763-0234 or email us at [email protected].
by Beth Enneking | Dec 10, 2018 | ClearPoint Update
One of our roles as your trustee and record keeper is to provide data to help you complete your state annual reports. We stay in contact with the states about annual report changes to ensure we are up to date on the state requirements and deadlines, and...
