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Our Focus Is On You

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...

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ICCFA Convention & Expo 2018

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...

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2018 Legislative Session Schedule

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....

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Annual Grantor Letter Mailing – 2017 Tax Year

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...

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2018 ClearPoint Holidays

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...

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2018 NFDA Professional Women’s Conference

Atlantic Beach, FL

April 13 – 15, 2018

WWW.NFDA.ORG/EDUCATION/EVENTS-CALENDAR

ICCFA Annual Convention & Expo

Las Vegas, NV

April 18-21, 2018

http://www.aba.com/training/conferences/pages/WMT.aspx

About

ClearPoint is a federally chartered savings bank offering unmatched expertise to funeral homes and cemeteries nationwide.

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News and Events

About

ClearPoint is a federally chartered savings bank offering unmatched expertise to funeral homes and cemeteries nationwide.

READ MORE

News and Events