ESI Clearinghouse
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ESI Clearinghouse


Overview of the Economic Security Initiative (ESI)

Learn more about ESI, including our partners and the issues facing older adults.

Client Assessment & Tracking

Adapt these templates, tools, and checklists to your organization's needs.

Community Outreach & Marketing

Establishing community partnerships is key to building your clients' economic security. Find information and sample tools to strengthen alliances and reach out to clients.

Consumer Education Materials

Find educational resources and tools for clients on ESI topic areas.


Money Management & Budgeting



Consumer Protections

Money Management & Budgeting Tools

Money management and budgeting are critical components of ESI. Find training materials for staff on best practices, as well as sample calculators and tracking tools that case managers can use with clients.

Volunteer & Staff Management

Get information on using and recruiting volunteers, plus guides and worksheets to strengthen staff communication and achieve program sustainability.

Spanish Materials

Download ESI Spanish language sample materials, worksheets, and tools for clients.


Money Management & Budgeting Tools

Reverse Mortgage Counseling Consumer Education

Research Library

Download reports and research on ESI topic areas.

Facts & Research

Affordable Care Act

Benefits 101

Get fact sheets, presentations, and recorded webinars on:

  • Medicare
  • Medicaid
  • Medicare Savings Programs
  • Medicare Part D Low-Income Subsidy/Extra Help
  • Supplemental Security Income (SSI)
  • Supplemental Nutrition Assistance Program (SNAP)


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

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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.