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News on what’s happening at ClearPoint, in the deathcare industry, and in the banking & finance industries.

National Cybersecurity Awareness Month

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 you currently...

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Arranger Training – Winner

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 are a few...

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2019 ICCFA Annual Convention & Expo

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. Beth...

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State Annual Reports

State Annual Reports

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 administer...

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