---
title: Insurance Marketing Insights for Independent Agents | New Horizons | Compliance
description: Compliance | Practical insights to help independent insurance agents generate consistent opportunities, stay compliant, and grow without relying on cold leads.
image: https://blog.newhorizonsmktg.com/hubfs/og-5-2-blog.webp
---

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# Insights for Independent Insurance Agents

 Practical strategies, product updates, and field-tested ideas to help you grow your Medicare and senior market business with confidence.

#### [Agency Owners What You Need to Know From the 2026 Medicare Trustees Report CMS’ annual Medicare Trustees Report serves as one of the most important indicators of the program’s financial health. It offers a ... July 20, 2026](https://blog.newhorizonsmktg.com/what-you-need-to-know-from-the-2026-medicare-trustees-report)

#### [Marketing The 2027 CMS Final Rule: What Agents Need to Know The Centers for Medicare & Medicaid Services (CMS) has finalized the Contract Year (CY) 2027 Medicare Advantage and Part D Final Rule, ... April 20, 2026](https://blog.newhorizonsmktg.com/the-2027-cms-final-rule-what-agents-need-to-know)

#### [Medicare Advantage 10 TPMO Disclaimer Tips to Stay Compliant 2026 The Third-Party Marketing Organization (TPMO) disclaimer seems to be here to stay, but there are still a lot of questions about it. February 23, 2026](https://blog.newhorizonsmktg.com/tpmo-disclaimer-tips-to-stay-compliant)

#### [Medicare Advantage Top 8 MA OEP Compliance Tips The Medicare Advantage Open Enrollment Period (MA OEP) is notorious for having very strict compliance rules. However, there are still lots ... February 11, 2026](https://blog.newhorizonsmktg.com/top-5-ma-oep-compliance-tips2984)

#### [Compliance CMS 2026 Final Rule: What Insurance Agents Need to Know CMS dropped the Final Rule for Contract Year 2026 on April 4th, and there's quite a bit to unpack for those of us helping seniors with ... April 22, 2025](https://blog.newhorizonsmktg.com/cms-2026-final-rule-what-insurance-agents-need-to-know)

#### [Independent Agents Insurance Agents: These HIPAA Mistakes Can Cost You Let’s be honest... HIPAA compliance isn’t the most exciting topic. March 18, 2025](https://blog.newhorizonsmktg.com/insurance-agents-these-hipaa-mistakes-can-cost-you7894)

#### [Webinar Recording 8 Key Takeaways From Our 2025 Compliance Training Webinar Our recent 2025 Compliance Training Webinar provided valuable insights into the upcoming changes and challenges in the compliance landscape. July 23, 2024](https://blog.newhorizonsmktg.com/8-key-takeaways-from-our-2025-compliance-training-webinar)

#### [Medicare Advantage Ultimate Scope of Appointment (SOA) Guide for Medicare Agents Scope of Appointments (SOA) are an important part of selling Medicare Advantage and Part D prescription drug plans. That said, coming up ... November 28, 2023](https://blog.newhorizonsmktg.com/ultimate-scope-of-appointment-soa-guide-for-medicare-agents7894)

#### [Medicare Advantage 10 Medicare Sales Event Tips for a Smooth, Compliant Seminar Medicare sales events are a fantastic way to educate a group of individuals about a Medicare Advantage plan. You can enroll multiple people ... August 22, 2023](https://blog.newhorizonsmktg.com/medicare-sales-event-tips-compliance)

#### [Medicare Advantage 10 Medicare Advantage Appointment Tips to Keep You Compliant Updated April 4, 2024 Learning about Medicare Advantage compliance and actually selling a plan to a client in real time are two different ... February 14, 2023](https://blog.newhorizonsmktg.com/medicare-advantage-appointments-101-how-to-stay-compliant2984)

#### [Medicare Advantage 48-Hour SOA Rule and More Proposed Compliance Changes for 2024 We all experienced major compliance changes last year, including mandatory call recording and a new TPMO disclaimer. CMS has released its ... January 24, 2023](https://blog.newhorizonsmktg.com/48-hour-soa-rule-and-more-proposed-compliance-changes-for-2024)

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