RESOURCES

NEWS

Arranger Training – Winner

May 28, 2019 | Uncategorized | 0 Comments

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...

Development Initiative For Funeral Service

Apr 20, 2019 | ClearPoint Update, Compliance Update, Press Releases, Tuesday Tip, Uncategorized | 0 Comments

Registration Giveaway for NFDA Arranger Training Is Initial Program ClearPoint Federal Bank & Trust (“ClearPoint”), an industry leader in providing fiduciary services, investment management, and recordkeeping services to members of the death care industry, has...

2019 ICCFA Annual Convention & Expo

Mar 19, 2019 | ClearPoint Update | 0 Comments

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...

Annual Grantor Letter Mailing – 2018 Tax Year

Feb 4, 2019 | ClearPoint Update | 0 Comments

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...