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

President’s Message – Fourth Quarter 2020

As we close the books on 2020, we want to start by thanking our customers for your continued trust and support and for allowing us the privilege of serving as your partner.

Despite the pandemic, 2020 was a record-breaking year for ClearPoint where we not only improved our financial strength but we were able to complete many infrastructure and strategic projects that will allow us to enhance our products and services in the coming year.

Banks Never Ask That – National Cyber Security Month 2020

Can You Spot a Phishing Scam?
Every day, thousands of people fall victim to fraudulent emails, texts and calls from scammers pretending to be their
bank. And in this time of expanded use of online banking, the problem is only growing worse. In fact, the Federal Trade
Commission’s report on fraud estimates that American consumers lost a staggering $1.9 billion to these phishing
schemes and other fraud in 2019 — and the ongoing pandemic has only increased the threat. Imagine where we are in

It’s time to put scammers in their place.

Online scams aren’t so scary when you know what to look for. And at ClearPoint Federal Bank & Trust, we’re committed to helping you
spot them as an extra layer of protection for your account. We’ve joined with the American Bankers Association and
banks across the country in a nationwide effort to fight phishing—one scam at a time.

We want every bank customer to become a pro at spotting a phishing scam—and stop bank impostors in their tracks. It
starts with these four words: Banks Never Ask That. Because when you know what sounds suspicious, you’ll be less likely
to be fooled.

These top 3 phishing scams are full of red flags:
• Text Message: If you receive a text message from someone claiming to be your bank asking you to sign in, or
offer up your personal information, it’s a scam. Banks never ask that.
Email: Watch out for emails that ask you to click a suspicious link or provide personal information. The sender
may claim to be someone from you bank, but it’s a scam. Banks never ask that.
Phone Call: Would your bank ever call you to verify your account number. No! Banks never ask that. If you’re
ever in doubt that the caller is legitimate, just hang up and call the bank directly at a number you trust.

You’ve probably seen some of these scams before. But that doesn’t stop a scammer from trying. For more tips on how
to keep phishing criminals at bay, including videos, an interactive quiz and more, visit

And be sure to share the webpage with your friends and family.

What’s Your Scam Score? Take five minutes to become a scamspotter pro by taking the #BanksNeverAskThat quiz at Share your score on Twitter to encourage your friends and family to test their scam savviness,
too. The more scamspotters out there, the harder it is for phishing criminals to catch their next victim!

President’s Message – Second Quarter 2020

Our passion remains focused on the advancement of the deathcare industry. The second half of the year we are dedicating time and resources to education and training.

In September, ClearPoint launched the Be Intentional Webinar series designed to educate, inspire and entertain death care industry professionals. Watch video to learn more.

President’s Message – First Quarter 2020

“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 balance of the year with optimism and confidence.

Coronavirus – Preparedness

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 questions regarding how we as a company will continue to serve you.  

ClearPoint has a thorough Business Continuity Plan with Pandemic testing that outlines actions regarding employee safety and continuity of our operations. We regularly review this plan and annually conduct tests to ensure our systems will perform without major interruption in the event of a crisis.  We are prepared to implement any and all facets of the plan in the event the need arises. 

Our team is currently reporting to the office; however, we are prepared for our staff to work from home in the event a change of action is required. 

We are restricting non-essential business travel through the end of the month and will continue to conduct meetings and reviews via phone or video conference.

The health and safety of our colleagues and clients remains a top priority. We will continue to monitor this evolving situation and make changes as needed to protect you and our employees.  

At ClearPoint we are most appreciative of modern technology, our dedicated team, and our understanding customers. I thank you for your continued trust, and encourage you to contact us if you have any specific questions or concerns.


Ashlee Theising
President & COO


ClearPoint Team Advancements

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 Executive Vice President, Trust Administration .

“Building a dynamic team positioned to drive results both at ClearPoint and in the industry is part of our overall strategic plan. Beth has been a member of the ClearPoint team for over 6 years and continues to be a key contributor to our success. Adding Michael to the ClearPoint senior leadership team will help strengthen our investment process and product offering, increase our customer support and provide us with the opportunity to expand our capacity,” stated Ashlee Theising, President & COO.

Michael has over 25 years of experience in the finance industry, where he held key roles with several nationally recognized companies, including; Huntington National Bank, Fifth Third Bancorp & Edward Jones Investments.

Most recently, Michael was Senior Vice President for Huntington National Bank with a focus on endowment and preneed trust services. He brings a combination of sales experience, product development and investment management to the ClearPoint organization.

Michael is a US Army Veteran, has a BA in Economics from Western Michigan University and a Master’s in Business Administration from the University of Notre Dame. He is a holder of the right to use the Chartered Financial Analyst® designation.

Beth Kmiec joined ClearPoint in 2013, coming from the personal trust division at JPMorgan in Chicago, IL. Ms. Kmiec is an accomplished business and legal professional. She has a BA in Political Science and Psychology from the University of Notre Dame and a JD from Loyola University Chicago School of Law.

Leading with knowledge and experience, our senior management team has over 150 years of death care industry experience. ClearPoint truly understands the needs of the industry and is committed to delivering value and personalized service in the years to come.

Annual Grantor Letter Mailing – 2019 Tax Year

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 800-763-0234 or