Product & Service Launches 8/28/25

Jackson Launches New Fixed Index Annuities

Jackson National Life Insurance Company launched Jackson Income Assurance and Jackson Income Assurance Advisory, two fixed index annuities with embedded guaranteed minimum withdrawal benefits.

Jackson Income Assurance, which is commission-based, and Jackson Income Assurance Advisory, which is fee-based, offer 7- and 10-year options. They provide protected lifetime income with additional opportunities for guaranteed withdrawal balance. They also offer a 30% GWB balance premium bonus and multiple crediting methods based on S&P 500 index returns.

“Our Jackson Income Assurance Suite was designed with simplicity in mind,” said Brian Sward, executive vice president at Jackson and head of product solutions, in a statement. “This allows us to expand access to registered investment advisers who are increasingly utilizing annuities as part of their clients’ retirement plans by accounting for their unique needs and how they do business.”

Shelton Capital Management to Launch Equity Premium Income ETF

Shelton Capital Management, a multi-strategy asset manager with more than $6 billion in assets under management, has filed a registration statement with the Securities and Exchange Commission for the Shelton Equity Premium Income exchange-traded fund.

The SEPI ETF combines dividends with option premiums generated by writing call options on individual large-cap stocks, according to Shelton Capital Management.

“We have designed SEPI for investors who want more than a static income fund,” said Barry Martin, SEPI’s senior portfolio manager, in a statement. “By actively managing covered calls on individual equities, we can target meaningful cash flow while maintaining the ability to dynamically adjust to evolving market conditions. This allows us to offer clients a differentiated, outcome-oriented strategy with the ease of an ETF—offering intraday trading, low minimums, and real-time pricing.”

The SEPI ETF is expected to launch on September 8.

VanEck Offers New Actively Managed ETFs

VanEck launched two actively managed ETFs—the VanEck Consumer Discretionary TruSector ETF and VanEck Technology TruSector ETF—both of which are designed to give investors full market-cap sector exposure.

According to VanEck, the ETFs hold a mix of individual equities and targeted ETFs, but do not follow artificial caps set by registered investment company diversification rules, which limit how much sector funds can invest in the largest companies in their benchmarks.

“Many investors assume that sector ETFs fully mirror the broad relative benchmarks, but RIC diversification rules often prevent that,” said Michael Cohick, director of product management at VanEck, in a statement. “Our new TruSector ETFs are designed to provide full sector exposure while staying within regulatory limits.”

The funds were designed to avoid “overallocation to smaller names common in traditional sector ETFs,” according to VanEck.

Advisor CRM Launches Suite of AI Marketing Tools

Advisor CRM, a customer relationship management platform for registered investment advisers, has launched an artificial intelligence-powered marketing suite. The free and paid tools incorporated into the Gen AI Marketing Suite automate content creation and streamline marketing workflows.

The marketing suite will add new tools weekly and can generate Facebook and LinkedIn posts, marketing emails, client letters, press releases and other materials “in the adviser’s authentic voice,” according to Advisor CRM.

“By leveraging AI, we’re not only making content creation easier but also ensuring it’s brand-consistent and client-ready,” said Ryan Borer, managing partner at Advisor CRM, in a statement. “Because the system adapts to each adviser’s voice and value proposition, the marketing content it generates feels authentic, personal, and true to the adviser’s brand.”

Advisor CRM offers paid plans with unlimited access to its Gen AI Marketing Suite.