Name
A2-Beneficiary Designations: When Good Forms Go Bad and Lawyers Go Gray
Description

This session will provide an overview of beneficiary designation principles and then focus on real-life cases that may have more questions than answers! In this workshop format, we’ll discuss challenging beneficiary scenarios that insurers grapple with day-to-day.

Speakers
Speaker: Lori Duffy, Counsel, McCarthy Tetrault LLP
Speaker: Colin Simpson, EVP, Chief Legal Officer, Equitable
Date & Time
Thursday, September 11, 2025, 1:30 PM - 2:30 PM