News on what’s happening at ClearPoint, in the deathcare industry, and in the banking & finance industries.
The team at ClearPoint is ready to help you focus on your business so you can relax and create special memories with your family and friends. We all lead busy lives; therefore, it is not easy to relax, to be patient, and to stop and smell the roses. Do you remember 3D...read more
We are excited to be a part of the ICCFA Convention & Expo April 18 - 21 at the Mandalay Bay Resort & Casino, Las Vegas, Nevada. Connect with one of our team members at the Convention & Expo to learn why we are THE CLEAR CHOICE for your trustee/compliance, investment...read more
As your trustee, we strive to keep you informed of any changes in the preneed and perpetual care state laws that may have an impact on your trust funds and contract requirements. Click on the 2018 Legislative Session Schedule button to view and download the schedule....read more
The Annual Grantor Letters were mailed on January 23, 2018. 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...read more
Our office will be closed on the following Holidays in 2018: Martin Luther King Jr. Day, Presidents Day, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving, Christmas Eve and Christmas Day. To print or download a copy of the 2018 ClearPoint Holiday...read more
After a career of over 37 years, with more than 20 years at ClearPoint Federal Bank & Trust (formerly known as Forethought Federal Savings Bank), its President, George Junker, is announcing his retirement effective at the end of the year. George has been with the...read more
ClearPoint Federal Bank & Trust “ClearPoint” announced the promotion of Ashlee Theising to the position of Vice President, Chief Operating Officer. “It is with tremendous pride that we announce Ashlee's promotion. She is a true professional that has demonstrated...read more