Telemarketing
Chapters in this video
- 0:00 The called party's local time zone
- 2:15 Two independent DNC layers: firm-specific and national registry
- 3:50 Existing business relationship: transaction versus inquiry windows
- 5:40 Caller ID and the wireless auto-dialer trap
- 7:02 Record retention: three years, two years accessible
- 7:40 Rapid-fire exam recap
What this video covers
- Why the 8 a.m. to 9 p.m. time restriction runs on the called party's local time zone, not the caller's, and how to spot the cross-country time-zone trap
- The two independent do-not-call (DNC) layers: the firm-specific list (industry standard: honor within 30 days) and the national DNC registry (scrub with a copy obtained within 31 days)
- The existing business relationship (EBR) exception windows: 18 months for transaction-based EBRs and 3 months for inquiry-based EBRs
- Why an EBR bypasses the national registry filter but never bypasses the firm-specific DNC list once the consumer says "stop calling me"
- The Telephone Consumer Protection Act (TCPA) overlay: caller ID must show the firm's name and a live-answered callback number, and auto-dialing or prerecorded calls to wireless numbers require prior express written consent regardless of any active EBR
- The three-year record-retention standard with the most recent two years easily accessible
- How to synthesize a messy multi-layer scenario: time zone, DNC lists, EBR status, and auto-dialer consent all at once
Read the full lesson, free
This video's complete written lesson is free to read in the CertFuel app, no signup wall. The complete Series 24 course also includes adaptive practice questions and spaced-repetition flashcards, free through the end of 2026.