Rick Miller

Rick Miller

Partner Planner

E: RickM@synergysettlements.com

P: 216.403.1150

Rick has been a successful investment advisor in the Insurance and Personal Injury Settlement arena for over 35 years. He has professional sales and management experience in the areas of annuities, life insurance, financial services, trusts, and settlement planning. Rick was a registered representative with Kidder Peabody and Smith Barney for over 20 years and is certified as an asset management advisor with Huntington National Bank.

 

Traveling nationally as a settlement negotiator, Rick works closely with judges, attorneys, and claims handlers in pretrial and settlement conferences. He has served as a guest speaker for lawyers and professional claims associations on the topics of structured settlements, negotiations, investments, and financial planning.

 

Rick enjoys and understands the unique specialties involved in the settlement planning industry. He has developed successful relationships with life insurance companies, trust companies, personal injury attorneys, financial planners, estate planning attorneys, and elder law attorneys. His focus is on serious personal injury claims including medical malpractice, wrongful death, products liability, and mass tort claims. He also has an extensive background in the area federal estate tax planning.

 

Rick is an original member of the National Structured Settlement Trade Association and is currently on the Board of Directors of the Society of Settlement Planners. He is a former quarterback at Otterbein College in Westerville Ohio and a graduate of Kent State University. Rick has been married to his wife Cindy for 48 years and has 2 children and 4 grandchildren.

TESTIMONIALS

“Synergy is our guiding light for deferring our contingent legal fees and planning for retirement. The lawyers at Panter Panter & Sampedro, myself included, have been working with them for over ten years using different methods to defer comp and plan for retirement.”

Brett Panter
Panter, Panter & Sampedro

"I don't think I've directly said "thank you" for helping us with Bridgett’s case. We sent the reduced payment to Medicaid and called Bridgett's mom to tell her approximately how much money was going to be left for Bridgett and she broke down over the telephone. Given only $25k of insurance and a $850k medical bill from the hospital she didn't think Bridgett would ever see a penny."

Tom L. Copeland
Jeffrey Meldon & Associates, P.A.

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