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

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...

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....

ClearPoint Holiday Schedule

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

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...