Recorded 3/14/2017

Analyze use of home equity including downsizing and different options available with reverse mortgages.

Sam Van Why, CLU®, ChFC®, has been in the financial services industry since 1972. He is currently a professor at the College for Financial Planning, where he is responsible developing and maintaining several of the College's master's program courses. Prior to joining the College, Sam worked for the Colorado Division of Insurance and the Wyoming Department of Insurance, as well as working with individuals and business owners in financial planning and insurance for over 18 years. Sam can be reached at

Complexity Level: Intermediate