What does financial well-being look like? At Wealth Teams Alliance, our affiliates know everyone’s view of financial well-being is truly unique, and that our aim is to develop strategies that meet our client’s set of specific needs, objectives, viewpoint, and long-term goals.

When her mother’s friend died in a plane crash in 2001 having no plan for his family or his business upon his death, Janise Graham saw the devastating effects a lack of financial planning can have. She knew then that business insurance and succession planning were her calling. She established Entrepreneur’s Insurance Services, which helps business owners and entrepreneurs develop succession plans to protect the future of their businesses, employees, and their families. Her business is a testament to her commitment to not let another business or family suffer from poor planning.

With more than twenty years of experience in the financial services industry, Janise is well-versed in insurance products from a variety of companies. She leverages her experience as a retirement specialist to the employees at such companies as HP, Verizon, and Every Dennison to help entrepreneurs plan for retirement and unexpected situations that impact businesses.

Janise is well-known in the insurance industry and business community. She has served as President of the National Association of Insurance and Financial Advisors (NAIFA) Inland Empire Chapter, President of the Business Resource Connection, and as a board member of the National Association of Women Business Owners (NAWBO). Janise has also been recognized as a finalist for the Spirit of the Entrepreneur Award.

In demand as a speaker, Janise often presents workshops including crowd favorites, “Leaving in Style” and “Excellence to Exit – What’s Different in Franchising.” Janise is viewed by many as a natural connector and protector. She loves to make introductions to connect like-minded people and she protects her clients from unforeseen risks.

Janise holds the designations of Life and Annuity Certified Professional (LACP) and Certified in Long Term Care (CLTC).

Janise Graham, LACP, CLTC
Affiliate – Wealth Teams Alliance
Office. 951.817.7526 x255
Fax. 949.900.0247


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