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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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ICCFA Wide World Of Sales

 

Las Vegas, NV
January 23 – 25, 2019
https://iccfa.com/events/iccfa-wide-world-sales/