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.

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: Get Resources You Can Use

Find additional ESI resources to help you succeed, including templates and tools that other organizations have used effectively in our Resource Library.

Online tools for older adults to save money

As part of the Economic Security Initiative, NCOA created EconomicCheckUp, a one-stop shop for older adults to learn about benefits, budgeting, using home equity, and employment. This webinar introduces the tool, as well as our other resources that can help improve elder economic security.