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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...
read moreClearPoint Pledges to Donate $25,000 to the Funeral Service Foundation
On Monday, October 15, 2018, our team was honored to participate in the Funeral Service Foundation Donor Reception in Salt Lake City, UT. ClearPoint has pledged to donate $25,000 to the Funeral Service Foundation over the next five years. Funeral Service...
read moreClearPoint Federal Bank & Trust Celebrates 20th Anniversary
ClearPoint Federal Bank & Trust (“ClearPoint”), an industry leader in providing fiduciary services, investment management, and recordkeeping services to members of the death care industry, celebrates two decades of service this year, marking the company’s 20th...
read moreNatalie (Hirt) Maret Celebrates 25 Years with ClearPoint
Loyalty, dedication, and a passion for serving professionals in the deathcare industry is a Hirt family tradition. Natalie Maret, daughter of the late Dave Hirt, celebrates her 25th Anniversary with ClearPoint Federal Bank & Trust (ClearPoint). Natalie’s father, Dave...
read moreICCFA Wide World Of Sales
Las Vegas, NV
January 23 – 25, 2019
https://iccfa.com/events/iccfa-wide-world-sales/