Low- to moderate-income older adults face unique financial challenges and our project with the Financial Health Network (FHN) investigates how well fintech solutions on the market today are meeting these unique needs. The fintech market analysis is a key resource for innovators and investors to use in efforts to build better fintech solutions for lower-middle income older adults.


Many Americans still lack access and the ability to afford long term services and supports. This Bipartisan Policy Center (BPC) report highlights bipartisan paths to tackle the long-term care crisis. VIEW REPORT

Developed with funding from The SCAN Foundation, released “A Lens on Health Equity in Digital Health: Unlocking the Innovation Opportunity” in April 2024. This report synthesizes perspectives from industry leaders, identifying strategic avenues to drive health equity in the digital health sphere. The report also highlights underserved populations primed for digital health innovation, including older adults. VIEW REPORT

Financial security is fundamental to older adults’ choices in where and how they age. Yet many older adults are not financially secure – lacking retirement savings, emergency savings, and the financial management tools they need. In fact, 47 percent of older adults (ages 55+) don’t have the liquid savings needed to weather a financial shock. As more and more older adults leave the traditional workforce and their streams of income change, they need a wider variety of emergency savings tools. The SCAN Foundation partnered with the Aspen Financial Security Program to explore how we can tailor products and services to meet those needs and inspire market innovation. VIEW REPORT

In November 2023, the Centers for Disease Control and Prevention (CDC) reported an increase in the age-adjusted suicide rate since 2021. The report details that in 2021 and 2022, people ages 75 and older had the highest suicide rate among all age groups, largely driven by males. This report is a salient indicator of the challenge of identifying and addressing suicide risk among older adults amidst the well-publicized mental health crisis in the United States. Underpinning this profound challenge are the direct connections between social isolation, neglect, and suicide. READ FULL STORY

The Interagency Coordinating Committee on Healthy Aging and Age-Friendly Communities (ICC), seeks to build upon government plans to develop a strategic framework for a national plan on aging. This strategic framework will be built upon the fundamental truth that older adults are of great value to our society as leaders, volunteers, experts, workers and contributors, with the recognition that often barriers prevent their engagement and health. VIEW FRAMEWORK

Since 2019, ATI Advisory and the Long-Term Quality Alliance, with support from The SCAN Foundation, have led national efforts to advance person-centered, non-medical supplemental benefits in Medicare Advantage. This resource center provides research and data for plans, providers, beneficiary advocates, policymakers, and other stakeholders to advance understanding and utilization of these benefits. All of our research is guided by the Supplemental Benefits Leadership Circle, a diverse group of experts across plans, providers, academia, and advocacy groups. VIEW REPORT

For over five years, NORC has been at the forefront of research focused on the Forgotten Middle, a term it coined in its landmark 2019 study to define middle-income older adults who are unlikely to qualify for Medicaid long-term care and do not have the financial resources to pay for certain housing and care supports. Since then, it has produced an updated national study with more recent data and designed a Forgotten Middle model specifically for California’s middle-income older adults. VIEW REPORT

While policy makers have sought solutions to integrate Medicare and Medicaid for decades, progress is still limited, as states are faced with several challenges. READ FULL ARTICLE

The SCAN Foundation continues to gather learnings from the real-life experiences of people participating in Cal MediConnect, a California demonstration project that brings together Medicare and Medicaid in seven counties. Below are findings from two initiatives in an effort to better understand enrollee and health care provider experiences in Cal MediConnect. Learn how it is changing the delivery system landscape in the state. VIEW REPORT

NCQA’s LTSS Distinction for Health Plans helps support health plans that coordinate LTSS. The standards can help your organization meet the state needs. VIEW REPORT

NCQA’s Accreditation of Case Management for Long-term Services and Supports helps support organizations that coordinate long-term services and supports (LTSS) by providing a framework for quality improvement. VIEW REPORT

In partnership with the California Department of Health Care Services (DHCS) Office of Medicare Innovation and Integration and The SCAN Foundation, NORC at the University of Chicago conducted a survey of Californians age 55 and older with the goal of learning about the needs, experiences, and opinions of California’s current and future Medicare beneficiaries. This report will provide a high-level summary of the survey findings along with deeper explorations of key populations of interest. VIEW REPORT