18 Months and 2,700 Clients Later
Shortcut Navigation:
Change Text Size: A A A

18 Months and 2,700 Clients Later

November 28, 2011

Learn More

Get the full breakdown of the clients we served in our 18-month progress report.

Eighteen months, 20 community organizations, and over 2,700 clients—NCOA’s Economic Security Initiative (ESI) is making significant progress in improving the lives of struggling older adults.

In partnership with 20 community organizations, the ESI demonstration aims to improve the economic security of at least 4,000 older adults with incomes below $27,000 annually by providing a holistic, person-centered assessment, an economic action plan, assistance with navigating public and private community resources, and ongoing follow-up.

NCOA and its partners also are benchmarking the progress of clients against a local measure of economic security, such as Wider Opportunities for Women’s Elder Economic Security Standard™ Index.

As of Sept. 30, 2,731 clients developed economic action plans to help them work toward economic security.

Who’s the typical client?

Here’s a snapshot of the types of older adults the community partners are helping:

  • Nearly three-quarters (69%) of ESI clients are female.
  • One-fourth are between the ages of 55 and 61.
  • The majority of clients are living alone.
  • 41% report to be in good health.
  • Approximately half (47%) have incomes at or below the Federal Poverty Level ($10,890 for an individual).

While the majority of older adults who sought assistance had multiple needs, other common reasons for seeking help were to get a handle on financial issues, to receive help with employment, and to get access to public benefits.

What are the outcomes thus far?

Through a combination of economic action plans and warm referrals, clients are gaining access to a wide range of benefits and services:

  • 71% of ESI clients screened were found eligible to receive at least one public benefit that they were not enrolled in. Collectively, ESI sites identified over $4 million in benefits that their clients were missing.
  • 372 clients who sought employment assistance were able to access a community service/job training program with a cash stipend.
  • More than 700 clients got lessons in money management and budgeting and how to avoid scams/financial fraud.

The average movement toward the WOW Elder Economic Security Standard™ Index  experienced by ESI clients was 15%.

What’s next?

The ESI service centers will continue to provide person-centered assistance to low-income older adults and ongoing follow-up to assess clients’ movement toward becoming economically secure.

Read more stories of success in our publication The Road to Economic Security.


want to sign up

Get the latest news on health, economic security, and advocacy for older adults.

Sign Up

Need Help?

Having trouble paying your bills?

Get a free BenefitsCheckUp® to see if you qualify for help paying for medicine, food, utilities, and more.

Need Help?



Make the most of your money!

Get a free EconomicCheckUp® and discover how to cut spending, reduce debt, find work, and use home equity.