Naama O. Pozniak

Critic
DISC Type : C

Founder/CEO LetzGetPhygital at RightPlan.com

Los Angeles Metropolitan Area, United States

Overview

Naama is the Founder/CEO of Paz Holding Inc. and RightPlan. com, an innovative health insurance advisory firm. With over three decades of experience, she pioneers solutions like self-funded captives for the gig economy. A recipient of the "CEO of the Year 2025" award, she is also described as professional, personable, and creative.

Beyond her corporate role, Naama is a Chopra-Certified Meditation Coach, author, Web3/NFT educator, and artist. She is passionate about integrating mindfulness into the corporate world, leads meditation sessions at industry events, and serves on the boards for CAHIP-LA and Builders of Jewish Education (BJE).

She uniquely merges her extensive career in health insurance with her work as a meditation coach, developing accredited courses on reducing healthcare costs through yoga and meditation.

Personality Overview

Precise

Information Seeker

Objective Thinker

They don’t appreciate bells and whistles unless backed by data.  They are quite likely to negotiate on pricing or other key terms. They enjoy working alone and do not rely on others very often.

Topics They Care About

Insurance Innovation
She pioneers self-funded captives for niche markets like the gig economy and Bitcoiners, aiming to lower healthcare costs and improve wellness.
Mindfulness & Wellness
As a Chopra-Certified Meditation Coach, she actively leads sessions at industry conferences and develops accredited courses on reducing healthcare costs through yoga and meditation.
Web3 & NFTs
An educator and speaker on Web3, she is a council member for RugRadio DAO and helps transition brands from Web2 to Web3.

Media Appearances

Naama has no verified media appearances

Work History

1-2000
Founder/CEO LetzGetPhygital at RightPlan.com
1-1989
Founder & CEO at A+ Insurance Service
5-2019 - 3-2023
Associate Publisher at California Broker Magazine
4-2022 - 11-2022
Council Member at RugRadio DAO

Education

1988 - 2000
Communication and Media Studies from California State University, Los Angeles
1989 - 1991
Bachelor's degree from Santa Monica College

More Information

Social Presence :

Prographics :

Exp : 33 Location : Los Angeles Metropolitan Area, United States Job Level : Leadership Designation : Founder/CEO LetzGetPhygital at RightPlan.com
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Insights For Selling To Naama O.

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Naama O. is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Naama O.

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Naama O. move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Naama O. take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Naama O.

Personality Compatibility


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