Economic Security Initiative Toolkit
Shortcut Navigation:
Change Text Size: A A A

Economic Security Initiative Toolkit


Are you ready to lead the Economic Security Initiative in your community? This toolkit offers the help you need to succeed!

What is the Economic Security Initiative?

The Economic Security Initiative (ESI) is a person-centered, holistic approach to economic casework to address the needs of older adults experiencing economic distress.

Lead organizations in the community serve as Economic Security Service Centers, where older adults in need can receive a comprehensive assessment of their situation, economic case management, referrals to community resources, and follow-up.

ESI centers help seniors with a range of issues, including benefits enrollment, foreclosure counseling, and job training. Working with community partners, the ESI centers track the senior's progress toward the goal of economic security using a national definition with a local measure.

Follow these steps to get started!

Step 1: Take the Readiness Assessment

Take this online survey to determine if your organization is ready to lead ESI in your community.

Readiness is defined as your organization's capacity and willingness to implement the program for older adults successfully.

The survey addresses specific requirements for success and provides an overall readiness score.

Step 2: Download the Implementation Guide

Get step-by-step instructions on how to set up your ESI program.

Step 3: Explore the Clearinghouse

Find additional resources to help you succeed, including templates and tools that other organizations have used effectively.


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.