ABOUT  US

Established in 2012, Peterman Advisory is a family owned and operated Insurance Agency.  We provide health and life insurance to our clients.  We are located in Sarasota, FL and Cincinnati, OH serving more than 23 states.  We pride ourselves on prompt, reliable service.  Our principals are Troy and Joanne Peterman.  Troy is a certified Medicare Scholar facilitator.  Joanne is a Registered Nurse (RN).  Troy’s daughter, Kayleen Kramb, a Registered Nurse (RN), manages our Cincinnati Office.  Together we provide our clients a unique perspective on their health insurance needs and objective solutions. As independent agents, we represent many of the major insurance companies.  Our clients do not pay for our services, we are compensated by the insurance companies we represent.  Our clients pay the same premium by utilizing our agency as they would if they went directly to the insurance company. 

 

What’s our philosophy?  We believe in educating our clients about the options they have.  We do this by getting to know their specific situation and then recommending a solution that’s best suited for them.  It’s then up to the client to decide.  In short, we educate, and our clients decide what’s best for them.

 

Advocacy:  Our clients benefit from have a local independent agent.  We often serve as a resource for our clients and an advocate when needed.  We can assist in problem solving quickly and effectively throughout the year for our clients.

 

We are actively seeking new individuals who want to join our mission to educate and assist others.  If you’d like to learn more about joining our team, get in touch with us.  You’ll be in business for yourself, but not by yourself!