What happens when women in finance stop waiting for permission and start telling their stories? In this episode, Leslie Lipscomb, Senior Vice President at FIG, sits down with Jessica Schloemp, Director of Operations at FIG, to share the heart behind Financial Trendsetters 2, a collaborative book written by 12 women who are redefining what it means to lead in financial services.

They’ll give us a behind-the-scenes look at the creation of this book, all while discussing imposter syndrome, accountability tribes, and why women’s stories must be heard, especially in male-dominated industries. This conversation is about more than a book release- it’s about vulnerability, courage, connection, and lifting others as you rise. Plus, all proceeds from the book support an awesome cause that you’ll want to hear more about!

Here’s some of what we discuss in this episode:

📚 Behind the scenes of Financial Trendsetters 2

🧠 Combating imposter syndrome

🤝 What it really means to be a “trendsetter”

🎯 The power of accountability circles

🎓 Fueling the future with scholarships for women in finance

Resources for this episode:

Get your copy of Financial Trendsetters 2: https://shorturl.at/1qEyu

Learn About FIG: https://www.figmarketing.com

800-527-1155

As the financial world evolves at lightning speed, staying ahead means embracing smarter tools- not just for efficiency, but for better outcomes. In this episode, guest host Shawn Sigler sits down with Keith Burger, Executive Vice President and Head of Institutional Channel Sales at FIG, to unpack the power of Lifecycle Manager- FIG’s proprietary, advisor-focused technology that’s transforming how annuity and insurance portfolios are managed.

Keith shares how this tool consolidates complex carrier data into a single, actionable platform, making it easier for advisors to evaluate legacy contracts, uncover new opportunities, and elevate the client experience. We’ll also explore some real-life examples of how this technology can drive superior outcomes for clients. If you're an advisor looking for ways to elevate service, stay competitive, and turn disruption into opportunity, this conversation is a must!

Here’s some of what we discuss in this episode:

💻 What Lifecycle Manager is and why it matters

🤝 How tech enhances, rather than replaces, human relationships

🔄 Why “refinancing retirement” matters more now than ever

📊 What’s next: AI, life insurance integration & improved UI

Learn About FIG: https://www.figmarketing.com

800-527-1155

Today, Hamilton Morales, Senior ​VP and ​Social ​Security ​Strategist ​at FIG, is taking over as host to walk through some important Social Security changes taking place in 2025.

He explains the newly signed Social Security Fairness Act, which eliminates the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). This change restores full Social Security benefits to millions of public sector workers who were previously penalized and even offers retroactive payments dating back to January 2024.

He also covers important annual updates, including higher taxable wage bases, earnings limits for early retirees, and the new cost-of-living adjustment (COLA). Plus, he previews potential legislation that could eliminate taxes on tips, overtime, and Social Security benefits altogether, while raising important questions about how to protect Social Security’s long-term solvency.

Here’s some of what we discuss in this episode:

📈 Important 2024 and 2025 Social Security changes

🏛️ What is the Social Security Fairness Act?

📉 Impact of eliminating WEP and GPO penalties

💵 Future push for no tax on tips, overtime, and benefits

🛠️ How future reforms could affect Social Security solvency

Learn About FIG: https://www.figmarketing.com

800-527-1155