CueCards: The 401(k) Objection Deck

$68.00

Because “We’re fine” Isn’t a Strategy.

CueCards is a 52-card practice deck built for financial advisors, ERISA consultants, wholesalers, and anyone who sells into retirement plans. It’s engineered around a core idea (from our friends at Sandler):

You can’t win the deal you’re not actually in.

These cards help you stay in equal business stature, get comfortable with objections, and turn resistance into curiosity-driven conversations that reveal what really matters to your buyer.

Because “We’re fine” Isn’t a Strategy.

CueCards is a 52-card practice deck built for financial advisors, ERISA consultants, wholesalers, and anyone who sells into retirement plans. It’s engineered around a core idea (from our friends at Sandler):

You can’t win the deal you’re not actually in.

These cards help you stay in equal business stature, get comfortable with objections, and turn resistance into curiosity-driven conversations that reveal what really matters to your buyer.

Each card gives you two things:

1. A strategic-style response
Designed to slow the moment down, avoid “feature dumping,” and keep the conversation open using negative reverses, nurturing language, and gentle pattern interrupts.

2. The buyer’s underlying intent
What they mean— not just what they say. Because objections aren’t roadblocks; they’re breadcrumbs.

This isn’t a script book.
It’s a tool to help you master the moment when someone says:

  • “We’re happy with our advisor.”

  • “We’ll think about it.”

  • “Just send something over.”

CueCards helps you lean in, not push back.

Use them before meetings, in team huddles, during onboarding, or any time you want to sharpen your questioning, slow down your “itch to pitch,” and build real discovery muscles.

HOW TO USE CUE CARDS

Quick Draw

You have 10 seconds to deliver a Sandler-style response: nurturing tone, negative reverse, and a question that hands control back to the prospect. You score if your partner says: “That’s disarming… try that again.”

Buyer Mind Reader

Guess the real intent behind the objection — the fear, risk, or constraint hidden under the words.
Flip the card to confirm, then workshop how to explore that intent without triggering defensiveness.

Role Reversal

One person becomes the skeptical CFO, HR director, or committee chair.
Lean into a tough tone, unclear motives, and shifting expectations — real Sandler terrain.
Switch roles every three cards.

Flash Round

Five minutes. No repeated lines.
If you say “Great question,” “I understand how you feel,” or slide into premature problem-solving?
You’re out.

WHAT’S INSIDE

52 full-color CueCards featuring:

  • Real objections pulled from plan sponsor meetings, RFPs, and fiduciary reviews

  • Sandler-based responses that emphasize curiosity, clarity, and mutual respect

  • Buyer intent insights so you diagnose instead of defend

  • A full instruction card with warm-ups and pro tips

  • Language and approaches that reinforce Sandler’s core behaviors, attitudes, and techniques

WHO IT’S FOR

  • 401(k) & 403(b) advisors

  • ERISA consultants

  • Wholesalers

  • Recordkeeper & TPA sales teams

  • Financial professionals who want cleaner, calmer, more natural conversations

  • Teams that practice weekly

  • New reps learning modern discovery

  • Senior pros sharpening their edge

CueCards is the Sandler-aligned conversation gym for retirement-plan pros.

You won’t realize how much you needed it — until the first time a card helps you turn an objection into a real conversation.